Filed April 22, 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 | $42,848 | $65,072-34.2% | $66,439-35.5% | $65,306-34.4% |
| Participation rate | 94.8% | 69.1%+25.8pp | 74.5%+20.3pp | 57.7%+37.2pp |
| Annual return | 12.71% | 21.50%-8.8pp | 757.66%-745.0pp | 21.94%-9.2pp |
| Employer contribution / active EE | $1,168 | $2,475-52.8% | $2,637-55.7% | $1,967-40.6% |
| Participant deferral / active EE | $1,906 | $3,234-41.1% | $3,876-50.8% | $2,959-35.6% |
| Admin fee / account holder | $8,461 | $1,323+539.5% | $6,173+37.1% | $3,480+143.2% |