Filed January 22, 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 | $130,041 | $98,776+31.7% | $149,745-13.2% | $79,856+62.8% |
| Participation rate | 92.1% | 75.8%+16.3pp | 82.5%+9.6pp | 69.6%+22.5pp |
| Annual return | -14.60% | 27.38%-42.0pp | 276.72%-291.3pp | 31.71%-46.3pp |
| Employer contribution / active EE | $39,150 | $3,217+1116.9% | $4,646+742.7% | $2,471+1484.2% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $9,311 | $6,053+53.8% | $9,3120% | $5,306+75.5% |