Filed December 14, 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 | $54,885 | $80,983-32.2% | $96,544-43.2% | $75,177-27.0% |
| Participation rate | 97.8% | 71.8%+26.0pp | 76.0%+21.8pp | 67.2%+30.6pp |
| Annual return | -19.18% | 27.05%-46.2pp | 25.88%-45.1pp | 160.75%-179.9pp |
| Employer contribution / active EE | $1,715 | $2,282-24.9% | $2,966-42.2% | $2,671-35.8% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $580 | $6,717-91.4% | $8,254-93.0% | $5,651-89.7% |