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 | $217,030 | $86,940+149.6% | $102,434+111.9% | $80,935+168.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 16.57% | 18.89%-2.3pp | 29.46%-12.9pp | 35.66%-19.1pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,238 | $4,121+75.6% | $5,055+43.2% | $4,299+68.3% |
| Admin fee / account holder | $4,136 | $8,047-48.6% | $9,462-56.3% | $6,924-40.3% |