Filed December 17, 2019
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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 | $32,311 | $102,422-68.5% | $147,117-78.0% | $80,959-60.1% |
| Participation rate | 91.1% | 75.9%+15.2pp | 82.2%+8.9pp | 67.7%+23.4pp |
| Annual return | -47.93% | 135.16%-183.1pp | 420.54%-468.5pp | 35.67%-83.6pp |
| Employer contribution / active EE | $2,000 | $3,717-46.2% | $4,932-59.5% | $2,757-27.5% |
| Participant deferral / active EE | $4,933 | $6,652-25.9% | $8,065-38.8% | $4,300+14.7% |
| Admin fee / account holder | $699 | $7,953-91.2% | $12,993-94.6% | $6,925-89.9% |