Filed December 22, 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 | $213,260 | $102,422+108.2% | $147,117+45.0% | $80,959+163.4% |
| Participation rate | 87.7% | 75.9%+11.8pp | 82.2%+5.5pp | 67.7%+20.0pp |
| Annual return | -3.39% | 135.16%-138.5pp | 420.54%-423.9pp | 35.67%-39.1pp |
| Employer contribution / active EE | $14,267 | $3,717+283.8% | $4,932+189.2% | $2,757+417.5% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,169 | $7,953-47.6% | $12,993-67.9% | $6,925-39.8% |