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.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,255 | $69,541+54.2% | $59,899+79.1% | $135,380-20.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 9.25% | 7.95%+1.3pp | 3.46%+5.8pp | 519.81%-510.6pp |
| Employer contribution / active EE | $6,602 | $3,236+104.0% | $2,723+142.5% | $4,779+38.1% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,533 | $5,737-21.0% | $3,592+26.2% | $10,828-58.1% |