Filed January 31, 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 | $21,838 | $49,177-55.6% | $79,467-72.5% | $64,173-66.0% |
| Participation rate | 92.5% | 65.0%+27.5pp | 73.3%+19.2pp | 69.6%+22.9pp |
| Annual return | -5.84% | -1.16%-4.7pp | 718.30%-724.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,310 | $2,076+11.2% | $2,800-17.5% | $2,381-3.0% |
| Participant deferral / active EE | $2,310 | $2,821-18.1% | $3,704-37.6% | $3,470-33.4% |
| Admin fee / account holder | $7,740 | $3,839+101.6% | $5,104+51.6% | $4,887+58.4% |