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 | $79,715 | $82,678-3.6% | $125,391-36.4% | $68,490+16.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -6.01% | -5.97%0pp | 572.41%-578.4pp | -7.85%+1.8pp |
| Employer contribution / active EE | $9,698 | $3,382+186.7% | $4,816+101.4% | $2,597+273.5% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,803 | $6,277+24.3% | $10,009-22.0% | $5,403+44.4% |