Filed January 14, 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 | $61,935 | $94,529-34.5% | $140,019-55.8% | $64,173-3.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -5.38% | 7.77%-13.2pp | 651.15%-656.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,729 | $3,812-28.4% | $5,605-51.3% | $2,381+14.6% |
| Participant deferral / active EE | $2,925 | $5,250-44.3% | $6,927-57.8% | $3,470-15.7% |
| Admin fee / account holder | $711 | $6,741-89.5% | $10,705-93.4% | $4,887-85.5% |