Filed November 18, 2020 (most recent of 2 filings on file)
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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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,065 | $39,132+33.1% | $57,196-9.0% | $62,881-17.2% |
| Participation rate | 95.8% | 70.5%+25.3pp | 75.3%+20.5pp | 69.3%+26.5pp |
| Annual return | 0.55% | 9.24%-8.7pp | 14.59%-14.0pp | 20.14%-19.6pp |
| Employer contribution / active EE | $3,347 | $1,874+78.6% | $2,683+24.8% | $2,281+46.7% |
| Participant deferral / active EE | $3,034 | $2,374+27.8% | $3,096-2.0% | $3,203-5.3% |
| Admin fee / account holder | $360 | $2,594-86.1% | $3,141-88.5% | $4,296-91.6% |