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 | $184,078 | $78,429+134.7% | $95,968+91.8% | $79,859+130.5% |
| Participation rate | 93.1% | 73.5%+19.6pp | 77.1%+16.0pp | 69.6%+23.5pp |
| Annual return | 14.69% | 19.38%-4.7pp | 91.65%-77.0pp | 31.71%-17.0pp |
| Employer contribution / active EE | $0 | $1,946-100.0% | $2,542-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $17,645 | $3,440+412.9% | $4,167+323.5% | $3,741+371.7% |
| Admin fee / account holder | $6,734 | $5,622+19.8% | $6,798-0.9% | $5,307+26.9% |