Filed February 8, 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 | $152,738 | $78,520+94.5% | $96,576+58.2% | $82,448+85.3% |
| Participation rate | 80.8% | 77.7%+3.0pp | 81.4%-0.7pp | 68.1%+12.7pp |
| Annual return | 8.52% | 41.30%-32.8pp | 38.47%-30.0pp | 41.64%-33.1pp |
| Employer contribution / active EE | $3,010 | $2,630+14.5% | $3,553-15.3% | $2,551+18.0% |
| Participant deferral / active EE | $4,394 | $6,754-34.9% | $7,956-44.8% | $4,139+6.1% |
| Admin fee / account holder | $1,873 | $13,455-86.1% | $11,381-83.5% | $7,234-74.1% |