Filed May 6, 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 | $97,522 | $211,239-53.8% | $178,528-45.4% | $145,877-33.1% |
| Participation rate | 88.9% | 80.8%+8.1pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 4.86% | 30.22%-25.4pp | 27.11%-22.3pp | 551.28%-546.4pp |
| Employer contribution / active EE | $6,403 | $4,570+40.1% | $3,950+62.1% | $4,663+37.3% |
| Participant deferral / active EE | $11,925 | $6,963+71.3% | $6,278+89.9% | $6,691+78.2% |
| Admin fee / account holder | $1,304 | $12,095-89.2% | $10,419-87.5% | $13,402-90.3% |