Filed January 7, 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 | $85,314 | $46,596+83.1% | $64,099+33.1% | $75,181+13.5% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 9.13% | 26.04%-16.9pp | 33.70%-24.6pp | 160.69%-151.6pp |
| Employer contribution / active EE | $2,296 | $1,975+16.3% | $2,748-16.5% | $2,671-14.0% |
| Participant deferral / active EE | $6,868 | $2,837+142.1% | $3,881+76.9% | $4,126+66.5% |
| Admin fee / account holder | $5,204 | $2,954+76.1% | $3,070+69.5% | $5,650-7.9% |