Filed November 20, 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 | $58,742 | $138,078-57.5% | $125,363-53.1% | $134,509-56.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.59% | 750.49%-767.1pp | 572.15%-588.7pp | 418.13%-434.7pp |
| Employer contribution / active EE | $8,441 | $5,245+60.9% | $4,815+75.3% | $4,741+78.1% |
| Participant deferral / active EE | $13,303 | $7,800+70.6% | $7,447+78.6% | $6,400+107.9% |
| Admin fee / account holder | $804 | $11,566-93.0% | $10,005-92.0% | $11,427-93.0% |