Filed January 25, 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 | $54,407 | $70,486-22.8% | $100,535-45.9% | $79,856-31.9% |
| Participation rate | 83.3% | 73.6%+9.7pp | 79.4%+3.9pp | 69.6%+13.7pp |
| Annual return | 11.99% | 21.90%-9.9pp | 30.90%-18.9pp | 31.71%-19.7pp |
| Employer contribution / active EE | $3,095 | $2,165+43.0% | $3,419-9.5% | $2,471+25.2% |
| Participant deferral / active EE | $6,251 | $5,182+20.6% | $6,271-0.3% | $3,741+67.1% |
| Admin fee / account holder | $7,477 | $4,480+66.9% | $8,085-7.5% | $5,306+40.9% |