Filed January 21, 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 | $44,065 | $42,910+2.7% | $60,919-27.7% | $68,490-35.7% |
| Participation rate | 98.2% | 66.8%+31.5pp | 73.1%+25.1pp | 67.9%+30.3pp |
| Annual return | -19.28% | -13.99%-5.3pp | 16.96%-36.2pp | -7.85%-11.4pp |
| Employer contribution / active EE | $2,275 | $1,978+15.0% | $2,704-15.8% | $2,597-12.4% |
| Participant deferral / active EE | $3,019 | $2,866+5.4% | $3,814-20.9% | $4,028-25.0% |
| Admin fee / account holder | $3,716 | $3,104+19.7% | $3,228+15.1% | $5,403-31.2% |