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 | $77,358+97.4% | $102,184+49.5% | $87,485+74.6% |
| Participation rate | 80.8% | 78.7%+2.1pp | 82.6%-1.8pp | 68.9%+11.8pp |
| Annual return | 8.52% | 41.11%-32.6pp | 31.58%-23.1pp | 26.06%-17.5pp |
| Employer contribution / active EE | $3,010 | $2,562+17.5% | $3,594-16.2% | $2,596+15.9% |
| Participant deferral / active EE | $4,394 | $6,753-34.9% | $8,309-47.1% | $4,274+2.8% |
| Admin fee / account holder | $1,873 | $6,809-72.5% | $11,609-83.9% | $7,775-75.9% |