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 | $213,785-42.4% | $185,441-33.6% | $155,188-20.7% |
| Participation rate | 75.0% | 83.2%-8.2pp | 80.3%-5.3pp | 80.8%-5.8pp |
| Annual return | 5.04% | 19.97%-14.9pp | 20.16%-15.1pp | 148.84%-143.8pp |
| Employer contribution / active EE | $3,406 | $5,393-36.8% | $4,672-27.1% | $4,248-19.8% |
| Participant deferral / active EE | $7,029 | $6,864+2.4% | $6,152+14.3% | $6,531+7.6% |
| Admin fee / account holder | $798 | $21,134-96.2% | $17,890-95.5% | $14,480-94.5% |