Filed October 9, 2018
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,312 | $54,380-49.8% | $68,509-60.1% | $59,633-54.2% |
| Participation rate | 71.1% | 70.2%+0.9pp | 74.7%-3.7pp | 68.7%+2.4pp |
| Annual return | -0.96% | 2.83%-3.8pp | 8.27%-9.2pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $415 | $1,539-73.0% | $2,278-81.8% | $2,203-81.1% |
| Participant deferral / active EE | $1,069 | $2,643-59.6% | $3,382-68.4% | $3,192-66.5% |
| Admin fee / account holder | $15,153 | $3,885+290.0% | $5,275+187.3% | $4,297+252.6% |