Filed December 21, 2018
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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 | $142,085 | $92,224+54.1% | $76,768+85.1% | $135,381+5.0% |
| Participation rate | 91.7% | 79.8%+11.9pp | 77.0%+14.7pp | 82.6%+9.0pp |
| Annual return | -6.44% | 5.46%-11.9pp | 2.43%-8.9pp | 519.81%-526.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $15,509 | $4,509+244.0% | $3,852+302.7% | $5,609+176.5% |
| Admin fee / account holder | $7,737 | $10,750-28.0% | $6,676+15.9% | $10,828-28.6% |