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 | $129,412 | $54,370+138.0% | $82,763+56.4% | $68,490+88.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | 1.97% | -13.67%+15.6pp | 702.45%-700.5pp | -7.85%+9.8pp |
| Employer contribution / active EE | $7,433 | $2,219+235.0% | $3,008+147.1% | $2,597+186.3% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,477 | $4,398-20.9% | $5,325-34.7% | $5,403-35.6% |