Filed January 13, 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 | $19,067 | $56,894-66.5% | $84,753-77.5% | $62,881-69.7% |
| Participation rate | 86.8% | 68.5%+18.3pp | 76.6%+10.2pp | 69.3%+17.5pp |
| Annual return | 0.85% | 6.30%-5.5pp | 22.78%-21.9pp | 20.14%-19.3pp |
| Employer contribution / active EE | $948 | $2,400-60.5% | $3,574-73.5% | $2,281-58.4% |
| Participant deferral / active EE | $3,649 | $2,709+34.7% | $3,712-1.7% | $3,203+13.9% |
| Admin fee / account holder | $691 | $3,581-80.7% | $5,333-87.1% | $4,296-83.9% |