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 | $49,358 | $49,177+0.4% | $79,467-37.9% | $64,173-23.1% |
| Participation rate | 95.5% | 65.0%+30.4pp | 73.3%+22.1pp | 69.6%+25.9pp |
| Annual return | -6.64% | -1.16%-5.5pp | 718.30%-724.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $3,042 | $2,076+46.5% | $2,800+8.6% | $2,381+27.8% |
| Participant deferral / active EE | $5,772 | $2,821+104.6% | $3,704+55.8% | $3,470+66.3% |
| Admin fee / account holder | $4,358 | $3,839+13.5% | $5,104-14.6% | $4,887-10.8% |