Filed January 9, 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 | $70,455 | $68,097+3.5% | $62,929+12.0% | $137,256-48.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 9.33% | 1859.11%-1849.8pp | 1063.93%-1054.6pp | 220.34%-211.0pp |
| Employer contribution / active EE | $15,491 | $2,811+451.1% | $2,505+518.5% | $4,156+272.7% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $8,287 | $6,521+27.1% | $5,065+63.6% | $12,270-32.5% |