Filed February 18, 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 | $28,505 | $87,059-67.3% | $105,608-73.0% | $80,925-64.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | -31.42% | 17.05%-48.5pp | 116.50%-147.9pp | 35.65%-67.1pp |
| Employer contribution / active EE | $18,329 | $2,396+664.8% | $3,167+478.7% | $2,756+565.0% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,010-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,479 | $8,443-35.1% | $11,028-50.3% | $6,940-21.1% |