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 | $24,685 | $82,678-70.1% | $125,391-80.3% | $68,490-64.0% |
| Participation rate | 92.1% | 75.1%+17.0pp | 82.4%+9.7pp | 67.9%+24.2pp |
| Annual return | -88.34% | -5.97%-82.4pp | 572.41%-660.7pp | -7.85%-80.5pp |
| Employer contribution / active EE | $35,019 | $3,382+935.4% | $4,816+627.2% | $2,597+1248.6% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,864 | $6,277+9.3% | $10,009-31.4% | $5,403+27.0% |