Filed June 1, 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 | $72,364 | $82,678-12.5% | $125,391-42.3% | $68,490+5.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -20.89% | -5.97%-14.9pp | 572.41%-593.3pp | -7.85%-13.0pp |
| Employer contribution / active EE | $4,226 | $3,382+24.9% | $4,816-12.3% | $2,597+62.7% |
| Participant deferral / active EE | $5,053 | $6,111-17.3% | $7,448-32.2% | $4,028+25.5% |
| Admin fee / account holder | $2,778 | $6,277-55.7% | $10,009-72.2% | $5,403-48.6% |