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 | $117,766 | $63,346+85.9% | $92,240+27.7% | $70,126+67.9% |
| Participation rate | 96.3% | 68.7%+27.6pp | 76.5%+19.8pp | 69.5%+26.8pp |
| Annual return | 6.55% | 530.19%-523.6pp | 176.29%-169.7pp | 73.15%-66.6pp |
| Employer contribution / active EE | $12,222 | $2,471+394.6% | $3,680+232.2% | $2,343+421.8% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $11,251 | $3,841+192.9% | $5,194+116.6% | $4,645+142.2% |