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 | $104,778 | $68,398+53.2% | $94,664+10.7% | $75,173+39.4% |
| Participation rate | 84.0% | 76.1%+7.9pp | 80.8%+3.2pp | 67.2%+16.8pp |
| Annual return | 8.67% | 616.72%-608.0pp | 156.84%-148.2pp | 160.72%-152.0pp |
| Employer contribution / active EE | $3,118 | $2,701+15.5% | $3,673-15.1% | $2,671+16.8% |
| Participant deferral / active EE | $4,674 | $6,537-28.5% | $7,417-37.0% | $4,126+13.3% |
| Admin fee / account holder | $716 | $5,324-86.5% | $7,222-90.1% | $5,651-87.3% |