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 | $65,068 | $54,763+18.8% | $90,324-28.0% | $72,976-10.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 5.86% | 30.63%-24.8pp | 78.15%-72.3pp | 81.02%-75.2pp |
| Employer contribution / active EE | $9,103 | $2,093+334.9% | $2,856+218.8% | $2,440+273.1% |
| Participant deferral / active EE | $9,712 | $2,887+236.4% | $3,885+150.0% | $3,608+169.2% |
| Admin fee / account holder | $2,828 | $3,973-28.8% | $5,356-47.2% | $5,124-44.8% |