Filed July 13, 2020
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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 | $189,679 | $57,352+230.7% | $83,830+126.3% | $64,173+195.6% |
| Participation rate | 94.1% | 68.6%+25.5pp | 76.1%+18.0pp | 69.6%+24.5pp |
| Annual return | -8.64% | 11.38%-20.0pp | 850.97%-859.6pp | 7.63%-16.3pp |
| Employer contribution / active EE | $10,331 | $2,546+305.9% | $3,631+184.5% | $2,381+333.9% |
| Participant deferral / active EE | $8,758 | $2,993+192.6% | $4,082+114.5% | $3,470+152.4% |
| Admin fee / account holder | $2,013 | $4,046-50.3% | $5,479-63.3% | $4,887-58.8% |