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 | $26,380 | $127,790-79.4% | $106,554-75.2% | $167,553-84.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | -33.93% | 33.88%-67.8pp | 26.80%-60.7pp | 478.89%-512.8pp |
| Employer contribution / active EE | $5,383 | $3,427+57.1% | $2,819+91.0% | $4,840+11.2% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,398-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,834 | $11,231-74.8% | $7,408-61.7% | $12,316-77.0% |