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 | $73,518+33.6% | $63,003+55.8% | $147,585-33.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 8.46% | 175.46%-167.0pp | 87.59%-79.1pp | 578.56%-570.1pp |
| Employer contribution / active EE | $7,067 | $3,322+112.7% | $2,760+156.0% | $4,876+44.9% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $18,488 | $5,952+210.6% | $3,600+413.5% | $10,885+69.8% |