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 | $61,125+87.2% | $94,057+21.7% | $87,485+30.8% |
| Participation rate | 92.3% | 64.1%+28.2pp | 73.3%+19.0pp | 68.9%+23.4pp |
| Annual return | 10.41% | 35.20%-24.8pp | 480.62%-470.2pp | 26.06%-15.7pp |
| Employer contribution / active EE | $10,257 | $2,136+380.1% | $2,933+249.7% | $2,596+295.1% |
| Participant deferral / active EE | $5,513 | $3,260+69.1% | $4,709+17.1% | $4,274+29.0% |
| Admin fee / account holder | $12,217 | $5,629+117.1% | $7,244+68.6% | $7,775+57.1% |