Filed February 1, 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 | $84,195 | $81,476+3.3% | $102,383-17.8% | $80,925+4.0% |
| Participation rate | 96.3% | 66.8%+29.4pp | 74.5%+21.7pp | 67.7%+28.6pp |
| Annual return | 12.09% | 25.59%-13.5pp | 24.94%-12.8pp | 35.65%-23.6pp |
| Employer contribution / active EE | $4,736 | $3,105+52.5% | $3,870+22.4% | $2,756+71.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,319 | $6,717-80.4% | $8,391-84.3% | $6,940-81.0% |