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 | $52,011 | $49,255+5.6% | $70,494-26.2% | $79,856-34.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 17.88% | 30.10%-12.2pp | 109.16%-91.3pp | 31.71%-13.8pp |
| Employer contribution / active EE | $1,721 | $2,100-18.0% | $2,738-37.1% | $2,471-30.3% |
| Participant deferral / active EE | $2,726 | $2,768-1.5% | $3,711-26.5% | $3,741-27.1% |
| Admin fee / account holder | $1,100 | $2,879-61.8% | $3,848-71.4% | $5,306-79.3% |