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 | $64,920+76.3% | $103,693+10.3% | $86,983+31.5% |
| Participation rate | 92.3% | 63.6%+28.7pp | 72.6%+19.7pp | 69.5%+22.8pp |
| Annual return | 10.41% | 30.29%-19.9pp | 47.61%-37.2pp | 25.83%-15.4pp |
| Employer contribution / active EE | $10,257 | $2,141+379.1% | $2,920+251.2% | $2,584+296.9% |
| Participant deferral / active EE | $5,513 | $3,241+70.1% | $4,579+20.4% | $4,194+31.4% |
| Admin fee / account holder | $12,217 | $6,191+97.3% | $7,858+55.5% | $7,856+55.5% |