Filed April 2, 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 | $59,719 | $92,766-35.6% | $82,763-27.8% | $134,545-55.6% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -16.10% | 946.97%-963.1pp | 702.45%-718.5pp | 418.37%-434.5pp |
| Employer contribution / active EE | $3,772 | $3,273+15.3% | $3,008+25.4% | $4,742-20.4% |
| Participant deferral / active EE | $6,827 | $4,802+42.2% | $4,395+55.3% | $6,401+6.7% |
| Admin fee / account holder | $13,997 | $5,978+134.2% | $5,325+162.9% | $11,431+22.5% |