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 | $54,763-56.2% | $90,324-73.5% | $72,976-67.2% |
| Participation rate | 73.3% | 65.2%+8.2pp | 73.3%+0.1pp | 69.5%+3.8pp |
| Annual return | 14.86% | 30.63%-15.8pp | 78.15%-63.3pp | 81.02%-66.2pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,129 | $2,887-60.9% | $3,885-71.0% | $3,608-68.7% |
| Admin fee / account holder | $1,828 | $3,973-54.0% | $5,356-65.9% | $5,124-64.3% |