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 | $83,419 | $78,690+6.0% | $161,489-48.3% | $87,485-4.6% |
| Participation rate | 71.2% | 67.5%+3.7pp | 78.7%-7.5pp | 68.9%+2.2pp |
| Annual return | 11.58% | 32.74%-21.2pp | 89.72%-78.1pp | 26.06%-14.5pp |
| Employer contribution / active EE | $3,553 | $2,588+37.3% | $4,268-16.8% | $2,596+36.9% |
| Participant deferral / active EE | $6,332 | $3,311+91.3% | $5,630+12.5% | $4,274+48.2% |
| Admin fee / account holder | $9,796 | $6,724+45.7% | $16,006-38.8% | $7,775+26.0% |