Filed June 6, 2019
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,496 | $86,288+84.8% | $111,306+43.3% | $85,851+85.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 11.50% | 19.99%-8.5pp | 54.67%-43.2pp | 318.63%-307.1pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,676 | $3,641+110.8% | $4,488+71.1% | $3,952+94.2% |
| Admin fee / account holder | $71,644 | $8,189+774.9% | $7,966+799.4% | $6,261+1044.3% |