Filed January 31, 2020
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,663 | $57,305-13.3% | $86,640-42.7% | $75,173-33.9% |
| Participation rate | 70.7% | 63.2%+7.5pp | 71.7%-1.0pp | 67.2%+3.5pp |
| Annual return | 21.68% | 2674.24%-2652.6pp | 592.52%-570.8pp | 160.72%-139.0pp |
| Employer contribution / active EE | $3,678 | $2,316+58.8% | $3,024+21.6% | $2,671+37.7% |
| Participant deferral / active EE | $4,513 | $3,320+35.9% | $4,438+1.7% | $4,126+9.4% |
| Admin fee / account holder | $2,986 | $4,116-27.5% | $5,616-46.8% | $5,651-47.2% |