Filed March 26, 2021
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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 | $63,337 | $109,359-42.1% | $162,185-60.9% | $72,976-13.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 17.17% | 25.46%-8.3pp | 115.61%-98.4pp | 81.02%-63.8pp |
| Employer contribution / active EE | $3,990 | $3,907+2.1% | $5,613-28.9% | $2,440+63.5% |
| Participant deferral / active EE | $2,594 | $5,481-52.7% | $7,297-64.5% | $3,608-28.1% |
| Admin fee / account holder | $2,521 | $7,972-68.4% | $10,844-76.7% | $5,124-50.8% |