Filed November 28, 2018
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Employer 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 | $99,242 | $97,550+1.7% | $120,344-17.5% | $87,485+13.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 16.32% | 18.41%-2.1pp | 20.30%-4.0pp | 26.06%-9.7pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,098 | $4,230-50.4% | $5,135-59.1% | $4,274-50.9% |
| Admin fee / account holder | $3,941 | $9,543-58.7% | $12,742-69.1% | $7,775-49.3% |