Filed June 7, 2019
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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 | $23,168 | $75,959-69.5% | $154,114-85.0% | $64,181-63.9% |
| Participation rate | 89.3% | 70.4%+18.9pp | 83.0%+6.3pp | 69.6%+19.8pp |
| Annual return | -6.39% | 30.32%-36.7pp | 735.16%-741.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,152 | $3,350-65.6% | $5,298-78.3% | $2,381-51.6% |
| Participant deferral / active EE | $3,593 | $3,175+13.2% | $5,081-29.3% | $3,470+3.6% |
| Admin fee / account holder | $4,751 | $5,589-15.0% | $13,411-64.6% | $4,887-2.8% |