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 | $183,968-87.7% | $162,166-86.0% | $152,870-85.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 14.72% | 150.77%-136.0pp | 115.59%-100.9pp | 345.34%-330.6pp |
| Employer contribution / active EE | $2,624 | $6,371-58.8% | $5,614-53.3% | $4,763-44.9% |
| Participant deferral / active EE | $5,735 | $8,034-28.6% | $7,298-21.4% | $5,850-2.0% |
| Admin fee / account holder | $4,428 | $13,121-66.3% | $10,842-59.2% | $11,597-61.8% |