Filed June 7, 2019
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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 | $80,250 | $79,633+0.8% | $93,786-14.4% | $68,490+17.2% |
| Participation rate | 97.8% | 75.4%+22.4pp | 81.0%+16.8pp | 67.9%+29.9pp |
| Annual return | -14.66% | -0.10%-14.6pp | -11.32%-3.3pp | -7.85%-6.8pp |
| Employer contribution / active EE | $9,714 | $3,665+165.0% | $4,328+124.5% | $2,597+274.1% |
| Participant deferral / active EE | $9,149 | $5,158+77.4% | $6,100+50.0% | $4,028+127.1% |
| Admin fee / account holder | $5,909 | $6,871-14.0% | $7,184-17.7% | $5,403+9.4% |