Filed November 16, 2020
Total covered: 35 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 | $136,788 | $106,749+28.1% | $145,433-5.9% | $82,448+65.9% |
| Participation rate | 76.2% | 75.6%+0.5pp | 82.1%-5.9pp | 68.1%+8.1pp |
| Annual return | 14.10% | 27.59%-13.5pp | 66.58%-52.5pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,299 | $3,444-62.3% | $4,554-71.5% | $2,551-49.1% |
| Participant deferral / active EE | $7,510 | $6,519+15.2% | $7,897-4.9% | $4,139+81.4% |
| Admin fee / account holder | $15,740 | $8,390+87.6% | $13,129+19.9% | $7,234+117.6% |