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 | $200,419 | $138,385+44.8% | $184,200+8.8% | $80,874+147.8% |
| Participation rate | 88.5% | 83.9%+4.6pp | 86.8%+1.6pp | 67.6%+20.8pp |
| Annual return | 10.66% | 20.02%-9.4pp | 28.80%-18.1pp | 35.62%-25.0pp |
| Employer contribution / active EE | $3,884 | $4,849-19.9% | $6,424-39.5% | $2,756+41.0% |
| Participant deferral / active EE | $6,318 | $7,073-10.7% | $9,132-30.8% | $4,297+47.0% |
| Admin fee / account holder | $4,430 | $10,483-57.7% | $13,907-68.1% | $6,935-36.1% |