Filed October 15, 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 | $108,902 | $94,529+15.2% | $140,019-22.2% | $64,173+69.7% |
| Participation rate | 98.0% | 84.1%+13.9pp | 87.5%+10.5pp | 69.6%+28.4pp |
| Annual return | -8.71% | 7.77%-16.5pp | 651.17%-659.9pp | 7.63%-16.3pp |
| Employer contribution / active EE | $4,623 | $3,812+21.3% | $5,605-17.5% | $2,381+94.2% |
| Participant deferral / active EE | $5,385 | $5,250+2.6% | $6,927-22.3% | $3,470+55.2% |
| Admin fee / account holder | $3,293 | $6,741-51.2% | $10,705-69.2% | $4,887-32.6% |