Filed March 11, 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 | $36,410 | $54,380-33.0% | $68,509-46.9% | $59,633-38.9% |
| Participation rate | 97.1% | 70.2%+27.0pp | 74.7%+22.4pp | 68.7%+28.5pp |
| Annual return | 3.83% | 2.83%+1.0pp | 8.27%-4.4pp | 2041.45%-2037.6pp |
| Employer contribution / active EE | $5,098 | $1,539+231.4% | $2,278+123.8% | $2,203+131.5% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,924 | $3,885-50.5% | $5,275-63.5% | $4,297-55.2% |