Filed December 22, 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 | $170,913 | $82,678+106.7% | $125,391+36.3% | $68,490+149.5% |
| Participation rate | 79.6% | 75.1%+4.6pp | 82.4%-2.8pp | 67.9%+11.7pp |
| Annual return | 125.19% | -5.97%+131.2pp | 572.41%-447.2pp | -7.85%+133.0pp |
| Employer contribution / active EE | $18,871 | $3,382+457.9% | $4,816+291.9% | $2,597+626.7% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,520 | $6,277-12.1% | $10,009-44.8% | $5,403+2.2% |