Filed November 15, 2018
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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 | $19,273 | $159,978-88.0% | $147,041-86.9% | $145,978-86.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.19% | 98.36%-87.2pp | 419.21%-408.0pp | 550.52%-539.3pp |
| Employer contribution / active EE | $4,576 | $5,288-13.5% | $4,935-7.3% | $4,662-1.8% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,361 | $15,053-91.0% | $13,006-89.5% | $13,400-89.8% |