Filed May 8, 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 | $225,136 | $79,633+182.7% | $93,786+140.1% | $68,490+228.7% |
| Participation rate | 95.3% | 75.4%+20.0pp | 81.0%+14.4pp | 67.9%+27.5pp |
| Annual return | -13.02% | -0.10%-12.9pp | -11.32%-1.7pp | -7.85%-5.2pp |
| Employer contribution / active EE | $2,311 | $3,665-37.0% | $4,328-46.6% | $2,597-11.0% |
| Participant deferral / active EE | $19,517 | $5,158+278.4% | $6,100+220.0% | $4,028+384.6% |
| Admin fee / account holder | $15,592 | $6,871+126.9% | $7,184+117.0% | $5,403+188.6% |