Filed December 13, 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 | $92,349 | $45,082+104.8% | $69,464+32.9% | $72,975+26.5% |
| Participation rate | 71.1% | 68.5%+2.6pp | 74.6%-3.6pp | 69.5%+1.6pp |
| Annual return | 4.78% | 22.66%-17.9pp | 28.98%-24.2pp | 81.01%-76.2pp |
| Employer contribution / active EE | $3,531 | $2,055+71.8% | $2,779+27.0% | $2,440+44.7% |
| Participant deferral / active EE | $4,227 | $2,604+62.4% | $3,536+19.5% | $3,608+17.2% |
| Admin fee / account holder | $6,734 | $3,057+120.3% | $3,840+75.3% | $5,124+31.4% |