Filed October 15, 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 | $79,657 | $201,372-60.4% | $184,260-56.8% | $145,884-45.4% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 7.44% | 29.04%-21.6pp | 28.84%-21.4pp | 551.85%-544.4pp |
| Employer contribution / active EE | $2,952 | $7,024-58.0% | $6,427-54.1% | $4,662-36.7% |
| Participant deferral / active EE | $3,199 | $9,808-67.4% | $9,133-65.0% | $6,690-52.2% |
| Admin fee / account holder | $9,717 | $16,362-40.6% | $13,898-30.1% | $13,392-27.4% |