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 | $15,637 | $154,209-89.9% | $130,062-88.0% | $139,487-88.8% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | -144.46% | 32.52%-177.0pp | -137.37%-7.1pp | 373.84%-518.3pp |
| Employer contribution / active EE | $26,904 | $5,292+408.3% | $4,322+522.5% | $4,755+465.8% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $2,678 | $13,988-80.9% | $10,601-74.7% | $11,407-76.5% |