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 | $65,494 | $77,419-15.4% | $69,461-5.7% | $152,885-57.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 4.53% | 39.07%-34.5pp | 28.97%-24.4pp | 345.39%-340.9pp |
| Employer contribution / active EE | $5,435 | $3,315+64.0% | $2,779+95.6% | $4,763+14.1% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $700 | $6,207-88.7% | $3,840-81.8% | $11,598-94.0% |