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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,207 | $105,210+5.7% | $159,487-30.3% | $85,851+29.5% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.8%+14.0pp | 69.3%+27.5pp |
| Annual return | 4.81% | 45.08%-40.3pp | 263.71%-258.9pp | 318.63%-313.8pp |
| Employer contribution / active EE | $11,265 | $3,319+239.4% | $4,831+133.2% | $2,565+339.1% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $9,103 | $6,934+31.3% | $10,804-15.7% | $6,261+45.4% |