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 | $45,504 | $46,534-2.2% | $64,097-29.0% | $75,177-39.5% |
| Participation rate | 96.6% | 65.9%+30.7pp | 72.3%+24.3pp | 67.2%+29.4pp |
| Annual return | 16.68% | 26.07%-9.4pp | 33.75%-17.1pp | 160.75%-144.1pp |
| Employer contribution / active EE | $2,505 | $1,976+26.8% | $2,750-8.9% | $2,671-6.2% |
| Participant deferral / active EE | $3,523 | $2,835+24.3% | $3,881-9.2% | $4,126-14.6% |
| Admin fee / account holder | $10,441 | $2,957+253.1% | $3,070+240.1% | $5,651+84.8% |