Filed March 7, 2019
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Employer 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 | $108,060 | $166,242-35.0% | $165,071-34.5% | $145,884-25.9% |
| Participation rate | 95.7% | 82.0%+13.6pp | 78.6%+17.0pp | 80.3%+15.3pp |
| Annual return | 15.64% | 100.44%-84.8pp | 70.17%-54.5pp | 551.85%-536.2pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,125 | $6,964+74.1% | $6,035+100.9% | $6,690+81.3% |
| Admin fee / account holder | $3,660 | $16,658-78.0% | $12,695-71.2% | $13,392-72.7% |