Filed December 29, 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 | $232,581 | $160,028+45.3% | $147,080+58.1% | $145,884+59.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.75% | 98.60%-89.8pp | 420.17%-411.4pp | 551.85%-543.1pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $23,500 | $8,422+179.0% | $8,066+191.3% | $6,690+251.3% |
| Admin fee / account holder | $2,871 | $15,030-80.9% | $12,989-77.9% | $13,392-78.6% |