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 | $87,106-67.3% | $105,607-73.0% | $80,935-64.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | -31.42% | 17.01%-48.4pp | 116.11%-147.5pp | 35.66%-67.1pp |
| Employer contribution / active EE | $18,329 | $2,396+664.9% | $3,167+478.8% | $2,757+564.9% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,011-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,479 | $8,447-35.1% | $10,958-50.0% | $6,924-20.9% |