Filed May 19, 2021
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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 | $123,045 | $178,174-30.9% | $156,181-21.2% | $137,256-10.4% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 5.04% | 84.19%-79.2pp | 64.87%-59.8pp | 220.34%-215.3pp |
| Employer contribution / active EE | $3,406 | $4,972-31.5% | $4,294-20.7% | $4,156-18.0% |
| Participant deferral / active EE | $7,029 | $6,888+2.0% | $6,132+14.6% | $6,407+9.7% |
| Admin fee / account holder | $798 | $17,404-95.4% | $14,586-94.5% | $12,270-93.5% |