Filed August 17, 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 | $77,796 | $57,305+35.8% | $86,640-10.2% | $75,173+3.5% |
| Participation rate | 90.9% | 63.2%+27.7pp | 71.7%+19.2pp | 67.2%+23.7pp |
| Annual return | -5.49% | 2674.24%-2679.7pp | 592.52%-598.0pp | 160.72%-166.2pp |
| Employer contribution / active EE | $5,189 | $2,316+124.0% | $3,024+71.6% | $2,671+94.3% |
| Participant deferral / active EE | $1,265 | $3,320-61.9% | $4,438-71.5% | $4,126-69.4% |
| Admin fee / account holder | $753 | $4,116-81.7% | $5,616-86.6% | $5,651-86.7% |