Filed November 9, 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 | $70,970 | $82,674-14.2% | $125,381-43.4% | $68,486+3.6% |
| Participation rate | 85.3% | 75.1%+10.2pp | 82.4%+2.9pp | 67.9%+17.4pp |
| Annual return | -17.42% | -5.97%-11.5pp | 572.31%-589.7pp | -7.85%-9.6pp |
| Employer contribution / active EE | $9,121 | $3,382+169.7% | $4,815+89.4% | $2,597+251.3% |
| Participant deferral / active EE | $29,970 | $6,111+390.5% | $7,448+302.4% | $4,028+644.1% |
| Admin fee / account holder | $31,611 | $6,277+403.6% | $10,007+215.9% | $5,404+485.0% |