Filed June 4, 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 | $120,392 | $64,719+86.0% | $112,249+7.3% | $68,486+75.8% |
| Participation rate | 92.7% | 67.2%+25.5pp | 75.1%+17.6pp | 67.9%+24.8pp |
| Annual return | -20.33% | -11.40%-8.9pp | 27.48%-47.8pp | -7.85%-12.5pp |
| Employer contribution / active EE | $2,655 | $2,747-3.3% | $3,636-27.0% | $2,597+2.2% |
| Participant deferral / active EE | $12,698 | $3,565+256.2% | $4,729+168.5% | $4,028+215.3% |
| Admin fee / account holder | $5,188 | $5,232-0.8% | $6,412-19.1% | $5,404-4.0% |