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 | $58,968 | $167,503-64.8% | $151,627-61.1% | $134,493-56.2% |
| Participation rate | 81.3% | 88.4%-7.1pp | 87.5%-6.2pp | 81.2%0pp |
| Annual return | -15.26% | 7.80%-23.1pp | 3.33%-18.6pp | 418.01%-433.3pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,218 | $8,985-75.3% | $8,363-73.5% | $6,400-65.4% |
| Admin fee / account holder | $7,810 | $13,777-43.3% | $11,612-32.7% | $11,425-31.6% |