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 | $65,084-34.2% | $67,681-36.7% | $64,340-33.4% |
| Participation rate | 94.8% | 66.7%+28.1pp | 73.7%+21.1pp | 55.2%+39.6pp |
| Annual return | 12.71% | 20.50%-7.8pp | 590.58%-577.9pp | 24.14%-11.4pp |
| Employer contribution / active EE | $1,168 | $2,398-51.3% | $2,678-56.4% | $1,862-37.2% |
| Participant deferral / active EE | $1,906 | $3,210-40.6% | $3,976-52.0% | $2,980-36.0% |
| Admin fee / account holder | $8,461 | $1,415+498.0% | $6,100+38.7% | $3,703+128.5% |