Filed November 23, 2020
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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 | $55,509 | $75,962-26.9% | $154,111-64.0% | $64,173-13.5% |
| Participation rate | 91.5% | 70.4%+21.1pp | 83.0%+8.5pp | 69.6%+22.0pp |
| Annual return | -8.11% | 30.32%-38.4pp | 735.18%-743.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $2,872 | $3,350-14.3% | $5,298-45.8% | $2,381+20.6% |
| Participant deferral / active EE | $4,998 | $3,175+57.4% | $5,081-1.6% | $3,470+44.0% |
| Admin fee / account holder | $3,825 | $5,589-31.6% | $13,411-71.5% | $4,887-21.7% |