Filed March 29, 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 | $41,854 | $110,337-62.1% | $102,383-59.1% | $145,877-71.3% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 13.60% | 24.83%-11.2pp | 24.94%-11.3pp | 551.28%-537.7pp |
| Employer contribution / active EE | $3,286 | $4,216-22.0% | $3,870-15.1% | $4,663-29.5% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $10,585 | $9,750+8.6% | $8,391+26.1% | $13,402-21.0% |