Filed April 21, 2021
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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 | $78,495 | $133,981-41.4% | $112,249-30.1% | $134,532-41.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.17% | 47.16%-63.3pp | 27.48%-43.6pp | 418.27%-434.4pp |
| Employer contribution / active EE | $10,578 | $4,040+161.8% | $3,636+190.9% | $4,741+123.1% |
| Participant deferral / active EE | $10,806 | $5,292+104.2% | $4,729+128.5% | $6,401+68.8% |
| Admin fee / account holder | $614 | $7,492-91.8% | $6,412-90.4% | $11,429-94.6% |