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 | $101,761 | $110,083-7.6% | $151,645-32.9% | $68,490+48.6% |
| Participation rate | 96.5% | 84.0%+12.5pp | 87.5%+9.0pp | 67.9%+28.6pp |
| Annual return | -3.41% | -10.12%+6.7pp | 3.34%-6.8pp | -7.85%+4.4pp |
| Employer contribution / active EE | $7,259 | $4,470+62.4% | $6,165+17.7% | $2,597+179.5% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,559 | $7,718-53.9% | $11,614-69.4% | $5,403-34.1% |