Filed May 9, 2019 (most recent of 3 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,737 | $69,977-71.8% | $108,582-81.8% | $62,881-68.6% |
| Participation rate | 70.4% | 72.9%-2.5pp | 79.6%-9.2pp | 69.3%+1.1pp |
| Annual return | 7.62% | 10.73%-3.1pp | -51.70%+59.3pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,558 | $2,135-27.0% | $3,758-58.5% | $2,281-31.7% |
| Participant deferral / active EE | $2,164 | $3,165-31.6% | $4,311-49.8% | $3,203-32.4% |
| Admin fee / account holder | $3,841 | $5,076-24.3% | $7,645-49.8% | $4,296-10.6% |