Filed October 15, 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 | $73,764 | $73,102+0.9% | $123,552-40.3% | $56,287+31.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -6.88% | 3.01%-9.9pp | 119.20%-126.1pp | -9.96%+3.1pp |
| Employer contribution / active EE | $8,548 | $2,977+187.1% | $4,628+84.7% | $2,111+304.9% |
| Participant deferral / active EE | $4,905 | $5,423-9.5% | $6,426-23.7% | $3,350+46.4% |
| Admin fee / account holder | $2,772 | $554+400.6% | $9,285-70.1% | $521+432.1% |