Filed December 7, 2020
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,068 | $77,817+144.3% | $123,553+53.8% | $64,173+196.2% |
| Participation rate | 93.9% | 74.7%+19.2pp | 82.3%+11.6pp | 69.6%+24.4pp |
| Annual return | -8.22% | 12.49%-20.7pp | 119.21%-127.4pp | 7.63%-15.9pp |
| Employer contribution / active EE | $3,267 | $3,014+8.4% | $4,628-29.4% | $2,381+37.2% |
| Participant deferral / active EE | $10,041 | $5,240+91.6% | $6,426+56.3% | $3,470+189.4% |
| Admin fee / account holder | $10,305 | $5,519+86.7% | $9,284+11.0% | $4,887+110.9% |