Filed May 18, 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 | $13,666 | $58,311-76.6% | $81,882-83.3% | $80,959-83.1% |
| Participation rate | 81.5% | 63.5%+18.0pp | 72.4%+9.1pp | 67.7%+13.8pp |
| Annual return | 12.43% | 41.85%-29.4pp | 779.47%-767.0pp | 35.67%-23.2pp |
| Employer contribution / active EE | $1,424 | $2,347-39.3% | $2,916-51.2% | $2,757-48.4% |
| Participant deferral / active EE | $2,045 | $3,287-37.8% | $4,323-52.7% | $4,300-52.4% |
| Admin fee / account holder | $1,234 | $4,752-74.0% | $7,360-83.2% | $6,925-82.2% |