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 | $71,216 | $105,200-32.3% | $159,474-55.3% | $85,847-17.0% |
| Participation rate | 79.7% | 75.8%+3.9pp | 82.8%-3.2pp | 69.3%+10.3pp |
| Annual return | 6.42% | 45.08%-38.7pp | 263.68%-257.3pp | 318.61%-312.2pp |
| Employer contribution / active EE | $17,297 | $3,319+421.2% | $4,831+258.1% | $2,565+574.3% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6,063 | $6,934-12.6% | $10,802-43.9% | $6,261-3.2% |