Filed August 27, 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 | $146,212 | $102,382+42.8% | $147,005-0.5% | $80,874+80.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | -7.65% | 134.89%-142.5pp | 418.76%-426.4pp | 35.62%-43.3pp |
| Employer contribution / active EE | $1,147 | $3,715-69.1% | $4,934-76.8% | $2,756-58.4% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $491 | $7,942-93.8% | $13,006-96.2% | $6,935-92.9% |