Filed December 12, 2019
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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 | $71,743 | $72,404-0.9% | $110,243-34.9% | $64,173+11.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -3.36% | -6.29%+2.9pp | 314.76%-318.1pp | 7.63%-11.0pp |
| Employer contribution / active EE | $5,171 | $2,282+126.6% | $3,827+35.1% | $2,381+117.2% |
| Participant deferral / active EE | $10,592 | $3,469+205.3% | $4,672+126.7% | $3,470+205.3% |
| Admin fee / account holder | $1,188 | $5,664-79.0% | $8,548-86.1% | $4,887-75.7% |