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 | $102,3820% | $147,005-30.3% | $80,874+26.6% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.2%-7.2pp | 67.6%+7.4pp |
| Annual return | 8.19% | 134.89%-126.7pp | 418.76%-410.6pp | 35.62%-27.4pp |
| Employer contribution / active EE | $3,109 | $3,715-16.3% | $4,934-37.0% | $2,756+12.8% |
| Participant deferral / active EE | $7,897 | $6,646+18.8% | $8,070-2.1% | $4,297+83.8% |
| Admin fee / account holder | $33,283 | $7,942+319.1% | $13,006+155.9% | $6,935+379.9% |