Filed September 2, 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 | $21,357 | $76,401-72.0% | $106,387-79.9% | $64,173-66.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.5%+22.5pp | 69.6%+30.4pp |
| Annual return | -8.70% | -2.19%-6.5pp | 0.25%-9.0pp | 7.63%-16.3pp |
| Employer contribution / active EE | $0 | $2,680-100.0% | $3,520-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,247 | $4,274+46.2% | $5,421+15.2% | $3,470+80.0% |
| Admin fee / account holder | $2,808 | $4,610-39.1% | $7,510-62.6% | $4,887-42.5% |