Filed February 11, 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 | $43,958 | $49,177-10.6% | $79,466-44.7% | $64,173-31.5% |
| Participation rate | 83.3% | 65.0%+18.3pp | 73.3%+10.0pp | 69.6%+13.8pp |
| Annual return | -9.22% | -1.16%-8.1pp | 718.28%-727.5pp | 7.63%-16.9pp |
| Employer contribution / active EE | $3,352 | $2,076+61.4% | $2,800+19.7% | $2,381+40.8% |
| Participant deferral / active EE | $7,010 | $2,821+148.5% | $3,704+89.3% | $3,470+102.1% |
| Admin fee / account holder | $1,993 | $3,839-48.1% | $5,104-61.0% | $4,887-59.2% |