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 | $167,348 | $65,434+155.8% | $98,483+69.9% | $85,847+94.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 38.60% | 21.75%+16.8pp | 1494.38%-1455.8pp | 318.61%-280.0pp |
| Employer contribution / active EE | $9,115 | $2,169+320.2% | $2,961+207.9% | $2,565+255.3% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,106 | $4,595+11.1% | $5,953-14.2% | $6,261-18.4% |