Filed June 6, 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 | $99,370 | $86,298+15.1% | $111,308-10.7% | $85,847+15.8% |
| Participation rate | 93.3% | 73.3%+20.0pp | 77.3%+16.0pp | 69.3%+24.0pp |
| Annual return | 2.96% | 19.99%-17.0pp | 54.67%-51.7pp | 318.61%-315.6pp |
| Employer contribution / active EE | $2,144 | $2,044+4.9% | $2,732-21.5% | $2,565-16.4% |
| Participant deferral / active EE | $3,870 | $3,641+6.3% | $4,487-13.8% | $3,952-2.1% |
| Admin fee / account holder | $1,015 | $8,189-87.6% | $7,965-87.3% | $6,261-83.8% |