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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,883 | $57,330+144.0% | $86,656+61.4% | $75,177+86.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 6.37% | 2675.40%-2669.0pp | 593.09%-586.7pp | 160.75%-154.4pp |
| Employer contribution / active EE | $7,584 | $2,316+227.4% | $3,025+150.7% | $2,671+183.9% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,439-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,398 | $4,115-17.4% | $5,619-39.5% | $5,651-39.9% |