Filed March 7, 2019
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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 | $16,667 | $162,821-89.8% | $133,978-87.6% | $158,982-89.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -110.22% | 41.95%-152.2pp | 45.10%-155.3pp | 302.99%-413.2pp |
| Employer contribution / active EE | $54,123 | $4,976+987.6% | $3,919+1281.1% | $4,763+1036.4% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $43,580 | $11,742+271.1% | $8,930+388.0% | $11,252+287.3% |