Filed December 31, 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 | $160,339 | $43,338+270.0% | $59,887+167.7% | $64,173+149.9% |
| Participation rate | 76.7% | 69.2%+7.5pp | 74.7%+2.0pp | 69.6%+7.1pp |
| Annual return | -4.61% | -1.55%-3.1pp | 3.46%-8.1pp | 7.63%-12.2pp |
| Employer contribution / active EE | $7,019 | $2,030+245.8% | $2,722+157.8% | $2,381+194.8% |
| Participant deferral / active EE | $8,083 | $2,547+217.3% | $3,402+137.6% | $3,470+133.0% |
| Admin fee / account holder | $2,389 | $3,007-20.5% | $3,591-33.5% | $4,887-51.1% |