Filed January 18, 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 | $164,165 | $107,421+52.8% | $182,262-9.9% | $94,015+74.6% |
| Participation rate | 96.4% | 77.8%+18.6pp | 84.2%+12.2pp | 70.8%+25.6pp |
| Annual return | 10.95% | 21.32%-10.4pp | 140.60%-129.6pp | 17.84%-6.9pp |
| Employer contribution / active EE | $3,885 | $3,448+12.7% | $5,046-23.0% | $2,790+39.2% |
| Participant deferral / active EE | $8,677 | $6,558+32.3% | $8,276+4.8% | $4,249+104.2% |
| Admin fee / account holder | $92,319 | $8,692+962.1% | $16,712+452.4% | $8,951+931.4% |