Filed August 31, 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 | $45,544 | $138,102-67.0% | $125,381-63.7% | $134,532-66.1% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -16.86% | 750.73%-767.6pp | 572.31%-589.2pp | 418.27%-435.1pp |
| Employer contribution / active EE | $3,612 | $5,245-31.1% | $4,815-25.0% | $4,741-23.8% |
| Participant deferral / active EE | $6,463 | $7,801-17.2% | $7,448-13.2% | $6,401+1.0% |
| Admin fee / account holder | $2,669 | $11,568-76.9% | $10,007-73.3% | $11,429-76.6% |