Filed November 20, 2019
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 | $15,712 | $109,421-85.6% | $89,441-82.4% | $158,988-90.1% |
| Participation rate | 0.0% | 74.3%-74.3pp | 68.0%-68.0pp | 82.0%-82.0pp |
| Annual return | 6.93% | 345.79%-338.9pp | 245.62%-238.7pp | 303.00%-296.1pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,588-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,600-100.0% | $3,891-100.0% | $5,983-100.0% |
| Admin fee / account holder | $459 | $6,161-92.5% | $4,885-90.6% | $11,252-95.9% |