Filed April 28, 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 | $61,605 | $62,881-2.0% | - | $62,881-2.0% |
| Participation rate | 100.0% | 69.3%+30.7pp | - | 69.3%+30.7pp |
| Annual return | 4.27% | 20.14%-15.9pp | - | 20.14%-15.9pp |
| Employer contribution / active EE | $1,578 | $2,281-30.8% | - | $2,281-30.8% |
| Participant deferral / active EE | $1,963 | $3,203-38.7% | - | $3,203-38.7% |
| Admin fee / account holder | $3,034 | $4,296-29.4% | - | $4,296-29.4% |