Filed August 13, 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 | $54,222 | $92,219-41.2% | $76,768-29.4% | $135,379-59.9% |
| Participation rate | 81.3% | 79.8%+1.5pp | 77.0%+4.3pp | 82.6%-1.4pp |
| Annual return | -2.98% | 5.46%-8.4pp | 2.43%-5.4pp | 519.79%-522.8pp |
| Employer contribution / active EE | $1,470 | $3,216-54.3% | $2,485-40.9% | $4,779-69.2% |
| Participant deferral / active EE | $3,200 | $4,508-29.0% | $3,852-16.9% | $5,609-43.0% |
| Admin fee / account holder | $23,689 | $10,749+120.4% | $6,675+254.9% | $10,828+118.8% |