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 | $89,259-10.6% | $107,187-25.6% | $82,637-3.4% |
| Participation rate | 95.2% | 67.9%+27.3pp | 75.0%+20.2pp | 68.1%+27.1pp |
| Annual return | -2.21% | 21.02%-23.2pp | 204.55%-206.8pp | 53.51%-55.7pp |
| Employer contribution / active EE | $5,218 | $3,080+69.4% | $3,782+38.0% | $2,552+104.5% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,770 | $7,381-76.0% | $9,162-80.7% | $7,339-75.9% |