Filed January 7, 2019
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,921 | $102,422-20.0% | $147,117-44.3% | $80,959+1.2% |
| Participation rate | 98.8% | 75.9%+23.0pp | 82.2%+16.6pp | 67.7%+31.2pp |
| Annual return | 13.22% | 135.16%-121.9pp | 420.54%-407.3pp | 35.67%-22.4pp |
| Employer contribution / active EE | $9,094 | $3,717+144.6% | $4,932+84.4% | $2,757+229.8% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,840 | $7,953-14.0% | $12,993-47.4% | $6,925-1.2% |