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 | $53,552 | $54,370-1.5% | $82,763-35.3% | $68,490-21.8% |
| Participation rate | 70.6% | 63.9%+6.7pp | 72.6%-2.0pp | 67.9%+2.7pp |
| Annual return | -17.79% | -13.67%-4.1pp | 702.45%-720.2pp | -7.85%-9.9pp |
| Employer contribution / active EE | $3,183 | $2,219+43.4% | $3,008+5.8% | $2,597+22.6% |
| Participant deferral / active EE | $4,559 | $3,247+40.4% | $4,395+3.7% | $4,028+13.2% |
| Admin fee / account holder | $2,500 | $4,398-43.2% | $5,325-53.1% | $5,403-53.7% |