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 | $45,509 | $150,447-69.8% | $136,298-66.6% | $147,586-69.2% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 14.16% | 1049.15%-1035.0pp | 5156.27%-5142.1pp | 578.59%-564.4pp |
| Employer contribution / active EE | $5,876 | $5,256+11.8% | $4,696+25.1% | $4,876+20.5% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,528 | $10,906-58.5% | $9,244-51.0% | $10,886-58.4% |