Filed February 7, 2020
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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 | $51,243 | $56,134-8.7% | $96,171-46.7% | $85,847-40.3% |
| Participation rate | 98.1% | 56.7%+41.4pp | 68.4%+29.6pp | 69.3%+28.8pp |
| Annual return | 20.04% | 42.30%-22.3pp | 192.04%-172.0pp | 318.61%-298.6pp |
| Employer contribution / active EE | $428 | $1,620-73.6% | $2,799-84.7% | $2,565-83.3% |
| Participant deferral / active EE | $0 | $2,858-100.0% | $4,350-100.0% | $3,952-100.0% |
| Admin fee / account holder | $377 | $3,769-90.0% | $5,538-93.2% | $6,261-94.0% |