Filed August 11, 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 | $98,187 | $73,546+33.5% | $63,018+55.8% | $147,586-33.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 8.46% | 175.56%-167.1pp | 87.62%-79.2pp | 578.59%-570.1pp |
| Employer contribution / active EE | $7,067 | $3,324+112.6% | $2,761+156.0% | $4,876+44.9% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $18,488 | $5,956+210.4% | $3,601+413.4% | $10,886+69.8% |