Filed February 17, 2021
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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 | $61,952 | $125,797-50.8% | $170,043-63.6% | $75,173-17.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 13.55% | 27.20%-13.7pp | 53.40%-39.9pp | 160.72%-147.2pp |
| Employer contribution / active EE | $7,232 | $4,616+56.7% | $6,790+6.5% | $2,671+170.8% |
| Participant deferral / active EE | $5,800 | $6,838-15.2% | $10,410-44.3% | $4,126+40.6% |
| Admin fee / account holder | $20,507 | $8,177+150.8% | $12,824+59.9% | $5,651+262.9% |