Filed May 26, 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 | $97,421 | $94,529+3.1% | $140,019-30.4% | $64,173+51.8% |
| Participation rate | 98.1% | 84.1%+14.1pp | 87.5%+10.6pp | 69.6%+28.6pp |
| Annual return | -7.56% | 7.77%-15.3pp | 651.17%-658.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,938 | $3,812-22.9% | $5,605-47.6% | $2,381+23.4% |
| Participant deferral / active EE | $5,965 | $5,250+13.6% | $6,927-13.9% | $3,470+71.9% |
| Admin fee / account holder | $9,358 | $6,741+38.8% | $10,705-12.6% | $4,887+91.5% |