Filed November 13, 2020 (most recent of 2 filings on file)
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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 | $111,117 | $167,533-33.7% | $151,645-26.7% | $134,545-17.4% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -23.61% | 7.81%-31.4pp | 3.34%-27.0pp | 418.37%-442.0pp |
| Employer contribution / active EE | $2,720 | $6,828-60.2% | $6,165-55.9% | $4,742-42.6% |
| Participant deferral / active EE | $5,788 | $8,985-35.6% | $8,363-30.8% | $6,401-9.6% |
| Admin fee / account holder | $1,037 | $13,781-92.5% | $11,614-91.1% | $11,431-90.9% |