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 | $204,398 | $86,294+136.9% | $111,319+83.6% | $85,852+138.1% |
| Participation rate | 87.1% | 73.3%+13.8pp | 77.3%+9.8pp | 69.3%+17.8pp |
| Annual return | 13.49% | 19.99%-6.5pp | 54.68%-41.2pp | 318.66%-305.2pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,566-100.0% |
| Participant deferral / active EE | $18,237 | $3,641+400.8% | $4,488+306.4% | $3,952+361.4% |
| Admin fee / account holder | $9,129 | $8,190+11.5% | $7,966+14.6% | $6,261+45.8% |