Filed November 10, 2020 (most recent of 3 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,625 | $184,000-87.7% | $162,185-86.0% | $152,909-85.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 14.72% | 150.80%-136.1pp | 115.61%-100.9pp | 345.46%-330.7pp |
| Employer contribution / active EE | $2,624 | $6,370-58.8% | $5,613-53.3% | $4,764-44.9% |
| Participant deferral / active EE | $5,735 | $8,033-28.6% | $7,297-21.4% | $5,851-2.0% |
| Admin fee / account holder | $4,428 | $13,124-66.3% | $10,844-59.2% | $11,601-61.8% |