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 | $17,813 | $114,136-84.4% | $96,188-81.5% | $167,560-89.4% |
| Participation rate | 0.0% | 75.1%-75.1pp | 68.4%-68.4pp | 82.1%-82.1pp |
| Annual return | 13.37% | 190.10%-176.7pp | 192.12%-178.8pp | 478.94%-465.6pp |
| Employer contribution / active EE | $0 | $3,431-100.0% | $2,800-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $5,198-100.0% | $4,350-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,086 | $6,902-84.3% | $5,538-80.4% | $12,317-91.2% |