Filed July 20, 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 | $33,894 | $92,743-63.5% | $82,744-59.0% | $134,532-74.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.69% | 946.63%-969.3pp | 702.22%-724.9pp | 418.27%-441.0pp |
| Employer contribution / active EE | $5,523 | $3,273+68.8% | $3,008+83.6% | $4,741+16.5% |
| Participant deferral / active EE | $7,747 | $4,802+61.3% | $4,395+76.3% | $6,401+21.0% |
| Admin fee / account holder | $2,370 | $5,977-60.4% | $5,325-55.5% | $11,429-79.3% |