Filed April 2, 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 | $111,698 | $82,674+35.1% | $125,381-10.9% | $68,486+63.1% |
| Participation rate | 90.6% | 75.1%+15.6pp | 82.4%+8.2pp | 67.9%+22.7pp |
| Annual return | -4.90% | -5.97%+1.1pp | 572.31%-577.2pp | -7.85%+3.0pp |
| Employer contribution / active EE | $3,842 | $3,382+13.6% | $4,815-20.2% | $2,597+48.0% |
| Participant deferral / active EE | $13,290 | $6,111+117.5% | $7,448+78.4% | $4,028+230.0% |
| Admin fee / account holder | $2,137 | $6,277-66.0% | $10,007-78.6% | $5,404-60.5% |