Filed February 24, 2020
Total covered: 20 employees
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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 | $127,809 | $90,691+40.9% | $76,119+67.9% | $145,884-12.4% |
| Participation rate | 77.3% | 74.5%+2.8pp | 69.1%+8.2pp | 80.3%-3.0pp |
| Annual return | -83.19% | 624.52%-707.7pp | 361.25%-444.4pp | 551.85%-635.0pp |
| Employer contribution / active EE | $33,357 | $3,329+902.0% | $2,693+1138.8% | $4,662+615.5% |
| Participant deferral / active EE | $1,800 | $5,167-65.2% | $4,259-57.7% | $6,690-73.1% |
| Admin fee / account holder | $30,257 | $8,383+260.9% | $6,421+371.2% | $13,392+125.9% |