Filed September 19, 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 | $88,652 | $110,083-19.5% | $151,628-41.5% | $68,495+29.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -18.56% | -10.12%-8.4pp | 3.34%-21.9pp | -7.84%-10.7pp |
| Employer contribution / active EE | $3,308 | $4,470-26.0% | $6,165-46.3% | $2,596+27.4% |
| Participant deferral / active EE | $8,304 | $6,526+27.2% | $8,363-0.7% | $4,028+106.2% |
| Admin fee / account holder | $3,404 | $7,718-55.9% | $11,613-70.7% | $5,403-37.0% |