Filed February 7, 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 | $11,509 | $49,896-76.9% | $80,627-85.7% | $75,173-84.7% |
| Participation rate | 98.5% | 55.3%+43.2pp | 67.0%+31.5pp | 67.2%+31.3pp |
| Annual return | -87.24% | 34.67%-121.9pp | 936.76%-1024.0pp | 160.72%-248.0pp |
| Employer contribution / active EE | $6,729 | $1,699+296.1% | $2,723+147.2% | $2,671+151.9% |
| Participant deferral / active EE | $0 | $2,992-100.0% | $4,443-100.0% | $4,126-100.0% |
| Admin fee / account holder | $886 | $3,578-75.2% | $5,381-83.5% | $5,651-84.3% |