Filed January 2, 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 | $203,160 | $138,393+46.8% | $184,256+10.3% | $80,959+150.9% |
| Participation rate | 97.0% | 83.9%+13.1pp | 86.8%+10.1pp | 67.7%+29.3pp |
| Annual return | 10.15% | 20.01%-9.9pp | 28.85%-18.7pp | 35.67%-25.5pp |
| Employer contribution / active EE | $7,863 | $4,847+62.2% | $6,427+22.3% | $2,757+185.2% |
| Participant deferral / active EE | $7,532 | $7,076+6.4% | $9,133-17.5% | $4,300+75.2% |
| Admin fee / account holder | $10,080 | $10,489-3.9% | $13,899-27.5% | $6,925+45.6% |