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 | $209,023 | $94,529+121.1% | $140,019+49.3% | $64,181+225.7% |
| Participation rate | 97.7% | 84.1%+13.6pp | 87.5%+10.2pp | 69.6%+28.1pp |
| Annual return | -7.43% | 7.77%-15.2pp | 651.15%-658.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $29,025 | $3,812+661.3% | $5,605+417.8% | $2,381+1119.1% |
| Participant deferral / active EE | $17,657 | $5,250+236.3% | $6,927+154.9% | $3,470+408.9% |
| Admin fee / account holder | $619 | $6,741-90.8% | $10,705-94.2% | $4,887-87.3% |