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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,966 | $54,757-56.2% | $90,300-73.5% | $72,983-67.2% |
| Participation rate | 73.3% | 65.1%+8.2pp | 73.3%+0.1pp | 69.5%+3.8pp |
| Annual return | 14.86% | 30.63%-15.8pp | 78.11%-63.3pp | 81.01%-66.1pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,129 | $2,887-60.9% | $3,884-70.9% | $3,608-68.7% |
| Admin fee / account holder | $1,828 | $3,972-54.0% | $5,353-65.8% | $5,124-64.3% |