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 | $182,612 | $98,776+84.9% | $149,745+21.9% | $79,856+128.7% |
| Participation rate | 86.5% | 75.8%+10.7pp | 82.5%+4.0pp | 69.6%+16.8pp |
| Annual return | 12.23% | 27.38%-15.1pp | 276.72%-264.5pp | 31.71%-19.5pp |
| Employer contribution / active EE | $2,356 | $3,217-26.8% | $4,646-49.3% | $2,471-4.7% |
| Participant deferral / active EE | $8,047 | $5,681+41.6% | $6,843+17.6% | $3,741+115.1% |
| Admin fee / account holder | $72,260 | $6,053+1093.8% | $9,312+676.0% | $5,306+1261.7% |