Filed November 20, 2019
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 | $20,515 | $100,203-79.5% | $85,240-75.9% | $145,897-85.9% |
| Participation rate | 0.0% | 74.1%-74.1pp | 67.5%-67.5pp | 80.3%-80.3pp |
| Annual return | 6.77% | 84.28%-77.5pp | 66.75%-60.0pp | 552.29%-545.5pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,299-100.0% | $4,527-100.0% | $6,689-100.0% |
| Admin fee / account holder | $686 | $7,265-90.6% | $6,165-88.9% | $13,390-94.9% |