Filed December 14, 2020
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,542 | $86,938-7.4% | $102,423-21.4% | $80,925-0.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 49.90% | 18.89%+31.0pp | 29.42%+20.5pp | 35.65%+14.3pp |
| Employer contribution / active EE | $1,643 | $2,369-30.6% | $3,023-45.6% | $2,756-40.4% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $397 | $8,053-95.1% | $9,455-95.8% | $6,940-94.3% |