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 | $167,146 | $81,870+104.2% | $119,622+39.7% | $68,486+144.1% |
| Participation rate | 87.5% | 71.9%+15.6pp | 79.3%+8.2pp | 67.9%+19.6pp |
| Annual return | -12.46% | -23.82%+11.4pp | -14.98%+2.5pp | -7.85%-4.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,515 | $4,148+8.9% | $5,601-19.4% | $4,028+12.1% |
| Admin fee / account holder | $1,342 | $6,583-79.6% | $10,328-87.0% | $5,404-75.2% |