Filed May 14, 2021
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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 | $11,737 | $47,479-75.3% | $62,929-81.3% | $82,448-85.8% |
| Participation rate | 96.4% | 66.9%+29.6pp | 73.1%+23.3pp | 68.1%+28.4pp |
| Annual return | 6.76% | 20.34%-13.6pp | 1063.93%-1057.2pp | 41.64%-34.9pp |
| Employer contribution / active EE | $1,183 | $1,885-37.3% | $2,505-52.8% | $2,551-53.6% |
| Participant deferral / active EE | $817 | $2,870-71.5% | $3,888-79.0% | $4,139-80.3% |
| Admin fee / account holder | $1,174 | $3,804-69.1% | $5,065-76.8% | $7,234-83.8% |