Filed April 8, 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 | $141,049 | $77,164+82.8% | $178,014-20.8% | $80,874+74.4% |
| Participation rate | 89.5% | 65.7%+23.8pp | 77.1%+12.4pp | 67.6%+21.8pp |
| Annual return | 9.18% | 18.09%-8.9pp | 294.80%-285.6pp | 35.62%-26.4pp |
| Employer contribution / active EE | $15,180 | $2,288+563.6% | $3,950+284.3% | $2,756+450.9% |
| Participant deferral / active EE | $6,835 | $4,408+55.1% | $6,276+8.9% | $4,297+59.1% |
| Admin fee / account holder | $33,555 | $7,164+368.4% | $10,362+223.8% | $6,935+383.8% |