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 | $57,247 | $153,774-62.8% | $133,979-57.3% | $273,970-79.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 2.01% | 36.51%-34.5pp | 29.30%-27.3pp | 41.46%-39.4pp |
| Employer contribution / active EE | $4,595 | $6,029-23.8% | $5,211-11.8% | $4,869-5.6% |
| Participant deferral / active EE | $3,030 | $6,958-56.5% | $6,282-51.8% | $5,287-42.7% |
| Admin fee / account holder | $20,305 | $11,765+72.6% | $9,324+117.8% | $10,132+100.4% |