Filed February 1, 2021
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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 | $79,790 | $88,672-10.0% | $105,223-24.2% | $82,448-3.2% |
| Participation rate | 95.2% | 67.9%+27.3pp | 75.0%+20.1pp | 68.1%+27.1pp |
| Annual return | -2.21% | 30.86%-33.1pp | 180.65%-182.9pp | 41.64%-43.9pp |
| Employer contribution / active EE | $5,218 | $3,048+71.2% | $3,689+41.5% | $2,551+104.6% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,770 | $7,146-75.2% | $8,859-80.0% | $7,234-75.5% |