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 | $223,959 | $100,033+123.9% | $149,716+49.6% | $70,124+219.4% |
| Participation rate | 89.5% | 83.6%+5.9pp | 87.1%+2.4pp | 69.5%+19.9pp |
| Annual return | 12.19% | 27.43%-15.2pp | 1501.67%-1489.5pp | 73.14%-61.0pp |
| Employer contribution / active EE | $13,582 | $3,661+271.0% | $5,444+149.5% | $2,342+479.8% |
| Participant deferral / active EE | $17,967 | $4,982+260.6% | $6,568+173.5% | $3,332+439.3% |
| Admin fee / account holder | $8,246 | $8,285-0.5% | $11,282-26.9% | $4,645+77.5% |