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 | $199,109-38.2% | $173,730-29.2% | $154,746-20.5% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.6%-4.6pp | 80.7%-5.7pp |
| Annual return | 5.04% | 20.02%-15.0pp | 19.96%-14.9pp | 172.34%-167.3pp |
| Employer contribution / active EE | $3,406 | $5,311-35.9% | $4,577-25.6% | $4,379-22.2% |
| Participant deferral / active EE | $7,029 | $7,113-1.2% | $6,326+11.1% | $6,730+4.4% |
| Admin fee / account holder | $798 | $20,916-96.2% | $17,523-95.4% | $14,365-94.4% |