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 | $24,135 | $72,269-66.6% | $101,271-76.2% | $79,852-69.8% |
| Participation rate | 91.6% | 68.5%+23.1pp | 75.8%+15.8pp | 69.6%+21.9pp |
| Annual return | 0.00% | 22.29%-22.3pp | 46.48%-46.5pp | 31.72%-31.7pp |
| Employer contribution / active EE | $13,207 | $2,692+390.6% | $3,660+260.8% | $2,471+434.5% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $884 | $4,401-79.9% | $5,948-85.1% | $5,306-83.3% |