Filed November 19, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,211 | $123,793+117.5% | $177,827+51.4% | $79,858+237.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 10.53% | 22.82%-12.3pp | 48.32%-37.8pp | 31.72%-21.2pp |
| Employer contribution / active EE | $23,592 | $4,095+476.1% | $5,918+298.6% | $2,471+854.8% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,713-100.0% | $3,740-100.0% |
| Admin fee / account holder | $14,709 | $7,243+103.1% | $12,429+18.3% | $5,306+177.2% |