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 | $61,113 | $81,870-25.4% | $119,634-48.9% | $68,490-10.8% |
| Participation rate | 79.4% | 71.9%+7.5pp | 79.3%+0.1pp | 67.9%+11.5pp |
| Annual return | -17.25% | -23.82%+6.6pp | -14.98%-2.3pp | -7.85%-9.4pp |
| Employer contribution / active EE | $4,701 | $2,692+74.6% | $4,232+11.1% | $2,597+81.0% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $8,664 | $6,583+31.6% | $10,329-16.1% | $5,403+60.4% |