Filed February 17, 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 | $34,763 | $43,730-20.5% | $121,220-71.3% | $64,173-45.8% |
| Participation rate | 95.1% | 58.3%+36.8pp | 71.8%+23.4pp | 69.6%+25.6pp |
| Annual return | -9.90% | 68.94%-78.8pp | 16.94%-26.8pp | 7.63%-17.5pp |
| Employer contribution / active EE | $1,025 | $1,297-21.0% | $4,023-74.5% | $2,381-57.0% |
| Participant deferral / active EE | $2,784 | $2,281+22.0% | $3,345-16.8% | $3,470-19.8% |
| Admin fee / account holder | $4,621 | $3,502+31.9% | $5,021-8.0% | $4,887-5.4% |