Filed March 18, 2019
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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 | $16,709 | $48,078-65.2% | $78,676-78.8% | $62,881-73.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 5.96% | 31.36%-25.4pp | 62.19%-56.2pp | 20.14%-14.2pp |
| Employer contribution / active EE | $5,019 | $2,015+149.2% | $2,850+76.1% | $2,281+120.1% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,562 | $3,206-51.3% | $4,510-65.4% | $4,296-63.6% |