Filed January 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 | $12,013 | $43,344-72.3% | $59,899-79.9% | $64,173-81.3% |
| Participation rate | 88.6% | 69.2%+19.4pp | 74.7%+13.9pp | 69.6%+19.0pp |
| Annual return | -5.91% | -1.55%-4.4pp | 3.46%-9.4pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,662 | $2,030-18.1% | $2,723-38.9% | $2,381-30.2% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $632 | $3,008-79.0% | $3,592-82.4% | $4,887-87.1% |