Filed February 13, 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 | $70,456 | $60,139+17.2% | $90,461-22.1% | $79,856-11.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 1.78% | 71.96%-70.2pp | 1294.76%-1293.0pp | 31.71%-29.9pp |
| Employer contribution / active EE | $4,040 | $2,069+95.3% | $3,264+23.8% | $2,471+63.5% |
| Participant deferral / active EE | $5,744 | $2,939+95.5% | $3,964+44.9% | $3,741+53.6% |
| Admin fee / account holder | $2,211 | $3,978-44.4% | $5,617-60.6% | $5,306-58.3% |