Filed January 7, 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 | $86,999 | $89,370-2.7% | $141,197-38.4% | $72,976+19.2% |
| Participation rate | 98.5% | 75.1%+23.3pp | 82.5%+16.0pp | 69.5%+29.0pp |
| Annual return | 6.55% | 111.88%-105.3pp | 71.41%-64.9pp | 81.02%-74.5pp |
| Employer contribution / active EE | $5,846 | $3,115+87.7% | $4,736+23.4% | $2,440+139.6% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,735 | $5,957-20.5% | $10,265-53.9% | $5,124-7.6% |