Filed December 8, 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 | $114,422 | $69,590+64.4% | $136,867-16.4% | $94,015+21.7% |
| Participation rate | 92.3% | 66.3%+26.0pp | 74.5%+17.8pp | 70.8%+21.5pp |
| Annual return | 10.41% | 19.62%-9.2pp | 42.97%-32.6pp | 17.84%-7.4pp |
| Employer contribution / active EE | $10,257 | $2,396+328.0% | $3,547+189.2% | $2,790+267.6% |
| Participant deferral / active EE | $5,513 | $3,437+60.4% | $4,924+12.0% | $4,249+29.7% |
| Admin fee / account holder | $12,217 | $8,912+37.1% | $10,340+18.2% | $8,951+36.5% |