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 | $26,072 | $105,866-75.4% | $90,766-71.3% | $134,545-80.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 3.43% | -10.99%+14.4pp | -12.16%+15.6pp | 418.37%-414.9pp |
| Employer contribution / active EE | $2,312 | $3,464-33.3% | $2,922-20.9% | $4,742-51.2% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,182 | $13,938-91.5% | $8,446-86.0% | $11,431-89.7% |