Filed April 10, 2019 (most recent of 3 filings on file)
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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,513 | $94,529-70.9% | $140,019-80.4% | $64,173-57.1% |
| Participation rate | 98.1% | 84.1%+14.1pp | 87.5%+10.6pp | 69.6%+28.6pp |
| Annual return | -7.46% | 7.77%-15.2pp | 651.15%-658.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,716 | $3,812-55.0% | $5,605-69.4% | $2,381-27.9% |
| Participant deferral / active EE | $2,476 | $5,250-52.8% | $6,927-64.3% | $3,470-28.6% |
| Admin fee / account holder | $3,114 | $6,741-53.8% | $10,705-70.9% | $4,887-36.3% |