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 | $77,814+7.2% | $158,223-47.3% | $86,983-4.1% |
| Participation rate | 71.2% | 68.4%+2.7pp | 79.2%-8.0pp | 69.5%+1.6pp |
| Annual return | 11.58% | 30.54%-19.0pp | 52.09%-40.5pp | 25.83%-14.3pp |
| Employer contribution / active EE | $3,553 | $2,592+37.1% | $4,109-13.5% | $2,584+37.5% |
| Participant deferral / active EE | $6,332 | $3,270+93.7% | $5,467+15.8% | $4,194+51.0% |
| Admin fee / account holder | $9,796 | $5,879+66.6% | $16,047-39.0% | $7,856+24.7% |