Filed January 7, 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 | $122,927 | $56,894+116.1% | $84,753+45.0% | $62,881+95.5% |
| Participation rate | 92.0% | 68.5%+23.5pp | 76.6%+15.4pp | 69.3%+22.7pp |
| Annual return | 3.83% | 6.30%-2.5pp | 22.78%-19.0pp | 20.14%-16.3pp |
| Employer contribution / active EE | $12,200 | $2,400+408.4% | $3,574+241.3% | $2,281+434.9% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,890 | $3,581+36.5% | $5,333-8.3% | $4,296+13.8% |