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 | $60,285 | $54,355+10.9% | $82,744-27.1% | $68,486-12.0% |
| Participation rate | 90.6% | 63.9%+26.6pp | 72.6%+18.0pp | 67.9%+22.7pp |
| Annual return | -14.85% | -13.67%-1.2pp | 702.22%-717.1pp | -7.85%-7.0pp |
| Employer contribution / active EE | $3,356 | $2,219+51.3% | $3,008+11.6% | $2,597+29.3% |
| Participant deferral / active EE | $6,577 | $3,246+102.6% | $4,395+49.7% | $4,028+63.3% |
| Admin fee / account holder | $10,459 | $4,397+137.9% | $5,325+96.4% | $5,404+93.6% |