Filed April 7, 2021
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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 | $25,289 | $78,690-67.9% | $161,489-84.3% | $87,485-71.1% |
| Participation rate | 80.0% | 67.5%+12.5pp | 78.7%+1.3pp | 68.9%+11.1pp |
| Annual return | 13.23% | 32.74%-19.5pp | 89.72%-76.5pp | 26.06%-12.8pp |
| Employer contribution / active EE | $1,962 | $2,588-24.2% | $4,268-54.0% | $2,596-24.4% |
| Participant deferral / active EE | $4,366 | $3,311+31.9% | $5,630-22.4% | $4,274+2.2% |
| Admin fee / account holder | $10,753 | $6,724+59.9% | $16,006-32.8% | $7,775+38.3% |