Filed April 28, 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 | $169,504 | $82,032+106.6% | $123,106+37.7% | $59,633+184.2% |
| Participation rate | 92.7% | 83.2%+9.5pp | 86.8%+5.9pp | 68.7%+24.0pp |
| Annual return | -2.02% | 5.12%-7.1pp | 13.22%-15.2pp | 2041.40%-2043.4pp |
| Employer contribution / active EE | $10,496 | $3,297+218.4% | $5,151+103.8% | $2,203+376.5% |
| Participant deferral / active EE | $14,292 | $4,667+206.3% | $6,229+129.4% | $3,192+347.8% |
| Admin fee / account holder | $464 | $5,881-92.1% | $9,015-94.8% | $4,297-89.2% |