Filed January 25, 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 | $164,855 | $106,749+54.4% | $145,433+13.4% | $82,448+100.0% |
| Participation rate | 92.0% | 75.6%+16.4pp | 82.1%+9.9pp | 68.1%+23.9pp |
| Annual return | 12.24% | 27.59%-15.4pp | 66.58%-54.3pp | 41.64%-29.4pp |
| Employer contribution / active EE | $9,715 | $3,444+182.0% | $4,554+113.3% | $2,551+280.8% |
| Participant deferral / active EE | $15,893 | $6,519+143.8% | $7,897+101.3% | $4,139+284.0% |
| Admin fee / account holder | $40,971 | $8,390+388.3% | $13,129+212.1% | $7,234+466.3% |