Filed July 9, 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 | $146,597 | $72,404+102.5% | $110,243+33.0% | $64,173+128.4% |
| Participation rate | 87.8% | 73.3%+14.5pp | 79.8%+8.0pp | 69.6%+18.2pp |
| Annual return | -4.01% | -6.29%+2.3pp | 314.76%-318.8pp | 7.63%-11.6pp |
| Employer contribution / active EE | $2,232 | $2,282-2.2% | $3,827-41.7% | $2,381-6.2% |
| Participant deferral / active EE | $4,883 | $3,469+40.8% | $4,672+4.5% | $3,470+40.7% |
| Admin fee / account holder | $13,085 | $5,664+131.0% | $8,548+53.1% | $4,887+167.7% |