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% | $73,836-30.3% | $59,633-13.7% |
| Participation rate | 97.1% | 64.0%+33.1pp | 73.4%+23.7pp | 68.7%+28.5pp |
| Annual return | -1.30% | 27.40%-28.7pp | 2268.06%-2269.4pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $2,877 | $1,901+51.3% | $2,787+3.2% | $2,203+30.6% |
| Participant deferral / active EE | $6,097 | $2,573+137.0% | $3,583+70.2% | $3,192+91.0% |
| Admin fee / account holder | $1,895 | $3,515-46.1% | $4,882-61.2% | $4,297-55.9% |