Filed June 12, 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 | $92,492 | $71,878+28.7% | $86,698+6.7% | $68,486+35.1% |
| Participation rate | 85.2% | 72.2%+13.0pp | 76.6%+8.7pp | 67.9%+17.4pp |
| Annual return | -19.92% | 3.53%-23.4pp | 35.95%-55.9pp | -7.85%-12.1pp |
| Employer contribution / active EE | $6,750 | $2,173+210.6% | $2,837+137.9% | $2,597+159.9% |
| Participant deferral / active EE | $882 | $3,779-76.6% | $4,656-81.0% | $4,028-78.1% |
| Admin fee / account holder | $6,864 | $6,113+12.3% | $7,493-8.4% | $5,404+27.0% |