Filed March 11, 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 | $120,383 | $146,267-17.7% | $197,124-38.9% | $82,448+46.0% |
| Participation rate | 97.3% | 84.0%+13.3pp | 86.7%+10.6pp | 68.1%+29.2pp |
| Annual return | 4.27% | 29.61%-25.3pp | 44.34%-40.1pp | 41.64%-37.4pp |
| Employer contribution / active EE | $5,952 | $4,723+26.0% | $6,227-4.4% | $2,551+133.3% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,810 | $14,422-80.5% | $16,298-82.8% | $7,234-61.2% |