Filed December 15, 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 | $51,484 | $45,152+14.0% | $73,845-30.3% | $59,632-13.7% |
| Participation rate | 97.1% | 64.0%+33.1pp | 73.4%+23.7pp | 68.7%+28.5pp |
| Annual return | -1.30% | 27.40%-28.7pp | 2267.91%-2269.2pp | 2041.32%-2042.6pp |
| Employer contribution / active EE | $2,877 | $1,902+51.3% | $2,788+3.2% | $2,203+30.6% |
| Participant deferral / active EE | $6,097 | $2,574+136.9% | $3,583+70.1% | $3,192+91.0% |
| Admin fee / account holder | $1,895 | $3,516-46.1% | $4,881-61.2% | $4,297-55.9% |