Filed July 21, 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 | $58,672 | $75,828-22.6% | $147,617-60.3% | $59,632-1.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.51% | 0.37%-0.9pp | 61.98%-62.5pp | 2041.32%-2041.8pp |
| Employer contribution / active EE | $3,335 | $3,485-4.3% | $5,565-40.1% | $2,203+51.4% |
| Participant deferral / active EE | $3,480 | $3,130+11.2% | $4,895-28.9% | $3,192+9.0% |
| Admin fee / account holder | $2,716 | $5,985-54.6% | $11,611-76.6% | $4,297-36.8% |