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 | $26,278 | $105,210-75.0% | $159,487-83.5% | $85,851-69.4% |
| Participation rate | 91.7% | 75.8%+15.9pp | 82.8%+8.8pp | 69.3%+22.3pp |
| Annual return | -98.39% | 45.08%-143.5pp | 263.71%-362.1pp | 318.63%-417.0pp |
| Employer contribution / active EE | $40,282 | $3,319+1113.6% | $4,831+733.8% | $2,565+1470.2% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $7,879 | $6,934+13.6% | $10,804-27.1% | $6,261+25.8% |