Filed April 2, 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 | $76,888 | $209,840-63.4% | $189,517-59.4% | $167,497-54.1% |
| Participation rate | 81.3% | 88.7%-7.4pp | 87.8%-6.6pp | 82.1%-0.9pp |
| Annual return | 13.74% | 748.35%-734.6pp | 555.19%-541.5pp | 478.62%-464.9pp |
| Employer contribution / active EE | $4,661 | $6,914-32.6% | $6,162-24.4% | $4,838-3.7% |
| Participant deferral / active EE | $2,950 | $8,935-67.0% | $8,221-64.1% | $6,341-53.5% |
| Admin fee / account holder | $1,753 | $14,294-87.7% | $12,045-85.4% | $12,310-85.8% |