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 | $10,472 | $54,357-80.7% | $82,706-87.3% | $68,495-84.7% |
| Participation rate | 71.9% | 63.9%+8.0pp | 72.6%-0.6pp | 67.9%+4.0pp |
| Annual return | -19.17% | -13.67%-5.5pp | 701.76%-720.9pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,504 | $2,218-32.2% | $3,007-50.0% | $2,596-42.1% |
| Participant deferral / active EE | $2,121 | $3,246-34.7% | $4,394-51.7% | $4,028-47.3% |
| Admin fee / account holder | $1,522 | $4,396-65.4% | $5,329-71.4% | $5,403-71.8% |