Filed March 14, 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 | $102,424 | $102,4220% | $147,117-30.4% | $80,959+26.5% |
| Participation rate | 75.0% | 75.9%-0.9pp | 82.2%-7.2pp | 67.7%+7.3pp |
| Annual return | 8.19% | 135.16%-127.0pp | 420.54%-412.3pp | 35.67%-27.5pp |
| Employer contribution / active EE | $3,109 | $3,717-16.4% | $4,932-37.0% | $2,757+12.7% |
| Participant deferral / active EE | $7,897 | $6,652+18.7% | $8,065-2.1% | $4,300+83.6% |
| Admin fee / account holder | $33,283 | $7,953+318.5% | $12,993+156.2% | $6,925+380.6% |