Filed April 9, 2019
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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 | $140,000 | $60,139+132.8% | $90,461+54.8% | $79,856+75.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 61.29% | 71.96%-10.7pp | 1294.76%-1233.5pp | 31.71%+29.6pp |
| Employer contribution / active EE | $11,552 | $2,069+458.4% | $3,264+253.9% | $2,471+367.5% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $6,203 | $3,978+55.9% | $5,617+10.4% | $5,306+16.9% |