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 | $39,462 | $104,251-62.1% | $91,004-56.6% | $147,586-73.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 0.38% | 27.06%-26.7pp | 4.60%-4.2pp | 578.59%-578.2pp |
| Employer contribution / active EE | $6,952 | $3,116+123.1% | $2,456+183.1% | $4,876+42.6% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,285 | $8,948-85.6% | $5,417-76.3% | $10,886-88.2% |