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 | $177,457 | $80,983+119.1% | $96,544+83.8% | $75,177+136.1% |
| Participation rate | 94.3% | 71.8%+22.5pp | 76.0%+18.3pp | 67.2%+27.1pp |
| Annual return | 13.14% | 27.05%-13.9pp | 25.88%-12.7pp | 160.75%-147.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,327 | $3,929+61.1% | $4,851+30.4% | $4,126+53.3% |
| Admin fee / account holder | $7,193 | $6,717+7.1% | $8,254-12.9% | $5,651+27.3% |