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 | $76,429 | $72,273+5.8% | $101,275-24.5% | $79,856-4.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 111.69% | 22.30%+89.4pp | 46.48%+65.2pp | 31.71%+80.0pp |
| Employer contribution / active EE | $1,350 | $2,691-49.8% | $3,660-63.1% | $2,471-45.4% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $554 | $4,401-87.4% | $5,948-90.7% | $5,306-89.6% |