Filed April 6, 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 | $63,479 | $69,977-9.3% | $108,582-41.5% | $62,881+1.0% |
| Participation rate | 77.6% | 72.9%+4.7pp | 79.6%-2.0pp | 69.3%+8.2pp |
| Annual return | 5.72% | 10.73%-5.0pp | -51.70%+57.4pp | 20.14%-14.4pp |
| Employer contribution / active EE | $4,940 | $2,135+131.4% | $3,758+31.4% | $2,281+116.6% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,697 | $5,076-27.2% | $7,645-51.6% | $4,296-13.9% |