Filed January 27, 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 | $60,927 | $82,678-26.3% | $125,391-51.4% | $68,490-11.0% |
| Participation rate | 80.6% | 75.1%+5.6pp | 82.4%-1.7pp | 67.9%+12.7pp |
| Annual return | -16.63% | -5.97%-10.7pp | 572.41%-589.0pp | -7.85%-8.8pp |
| Employer contribution / active EE | $2,611 | $3,382-22.8% | $4,816-45.8% | $2,597+0.6% |
| Participant deferral / active EE | $5,109 | $6,111-16.4% | $7,448-31.4% | $4,028+26.8% |
| Admin fee / account holder | $1,811 | $6,277-71.2% | $10,009-81.9% | $5,403-66.5% |