Filed December 9, 2019
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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 | $47,783 | $82,674-42.2% | $125,363-61.9% | $68,495-30.2% |
| Participation rate | 87.7% | 75.0%+12.6pp | 82.4%+5.3pp | 67.9%+19.8pp |
| Annual return | -16.80% | -5.97%-10.8pp | 572.15%-588.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $3,874 | $3,382+14.6% | $4,815-19.5% | $2,596+49.2% |
| Participant deferral / active EE | $10,174 | $6,111+66.5% | $7,447+36.6% | $4,028+152.6% |
| Admin fee / account holder | $5,453 | $6,276-13.1% | $10,005-45.5% | $5,403+0.9% |