Filed March 11, 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 | $118,734 | $138,393-14.2% | $184,256-35.6% | $80,959+46.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 14.74% | 20.01%-5.3pp | 28.85%-14.1pp | 35.67%-20.9pp |
| Employer contribution / active EE | $6,221 | $4,847+28.3% | $6,427-3.2% | $2,757+125.6% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,335 | $10,489-68.2% | $13,899-76.0% | $6,925-51.8% |