Filed February 11, 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 | $7,370 | $88,754-91.7% | $81,820-91.0% | $145,877-94.9% |
| Participation rate | 93.3% | 75.1%+18.3pp | 72.4%+20.9pp | 80.3%+13.0pp |
| Annual return | 8.32% | 1031.77%-1023.4pp | 777.93%-769.6pp | 551.28%-543.0pp |
| Employer contribution / active EE | $1,061 | $3,085-65.6% | $2,915-63.6% | $4,663-77.2% |
| Participant deferral / active EE | $1,579 | $4,648-66.0% | $4,323-63.5% | $6,691-76.4% |
| Admin fee / account holder | $4,095 | $8,424-51.4% | $7,391-44.6% | $13,402-69.4% |