Filed October 31, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,642 | $39,798-25.5% | $67,711-56.2% | $59,632-50.3% |
| Participation rate | 87.9% | 57.4%+30.5pp | 67.5%+20.4pp | 68.7%+19.2pp |
| Annual return | -3.52% | 89.94%-93.5pp | 25.41%-28.9pp | 2041.32%-2044.8pp |
| Employer contribution / active EE | $1,865 | $1,393+33.9% | $2,559-27.1% | $2,203-15.3% |
| Participant deferral / active EE | $3,536 | $2,335+51.5% | $3,585-1.4% | $3,192+10.8% |
| Admin fee / account holder | $848 | $3,212-73.6% | $4,255-80.1% | $4,297-80.3% |