Filed March 11, 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 | $36,097 | $58,828-38.6% | $78,002-53.7% | $62,881-42.6% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | -11.98% | 17.16%-29.1pp | 425.99%-438.0pp | 20.14%-32.1pp |
| Employer contribution / active EE | $5,730 | $1,672+242.7% | $2,470+131.9% | $2,281+151.2% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,113 | $4,393-74.7% | $5,481-79.7% | $4,296-74.1% |