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 | $58,234-76.5% | $81,783-83.3% | $80,874-83.1% |
| Participation rate | 81.5% | 63.4%+18.0pp | 72.4%+9.1pp | 67.6%+13.8pp |
| Annual return | 12.43% | 41.70%-29.3pp | 775.05%-762.6pp | 35.62%-23.2pp |
| Employer contribution / active EE | $1,424 | $2,341-39.2% | $2,913-51.1% | $2,756-48.3% |
| Participant deferral / active EE | $2,045 | $3,283-37.7% | $4,320-52.7% | $4,297-52.4% |
| Admin fee / account holder | $1,234 | $4,982-75.2% | $7,380-83.3% | $6,935-82.2% |