Filed April 9, 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 | $79,548 | $138,393-42.5% | $184,256-56.8% | $80,959-1.7% |
| Participation rate | 87.0% | 83.9%+3.1pp | 86.8%+0.1pp | 67.7%+19.3pp |
| Annual return | 10.91% | 20.01%-9.1pp | 28.85%-17.9pp | 35.67%-24.8pp |
| Employer contribution / active EE | $2,741 | $4,847-43.5% | $6,427-57.4% | $2,757-0.6% |
| Participant deferral / active EE | $3,968 | $7,076-43.9% | $9,133-56.6% | $4,300-7.7% |
| Admin fee / account holder | $8,953 | $10,489-14.6% | $13,899-35.6% | $6,925+29.3% |