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 | $26,455 | $176,794-85.0% | $146,647-82.0% | $167,553-84.2% |
| Participation rate | 70.0% | 83.6%-13.6pp | 80.1%-10.1pp | 82.1%-12.1pp |
| Annual return | -60.21% | 24.04%-84.2pp | 22.75%-83.0pp | 478.89%-539.1pp |
| Employer contribution / active EE | $20,885 | $5,161+304.6% | $4,137+404.8% | $4,840+331.5% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,278 | $13,262-90.4% | $10,281-87.6% | $12,316-89.6% |