Filed August 10, 2020
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $207,153 | $197,819+4.7% | $155,789+33.0% | $125,389+65.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -4.79% | 86.73%-91.5pp | 71.54%-76.3pp | 282.24%-287.0pp |
| Employer contribution / active EE | $23,391 | $4,850+382.2% | $3,839+509.3% | $4,866+380.7% |
| Participant deferral / active EE | $776 | $5,631-86.2% | $4,798-83.8% | $5,352-85.5% |
| Admin fee / account holder | $41,380 | $9,544+333.6% | $7,477+453.4% | $9,541+333.7% |