Filed March 18, 2019
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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 | $20,009 | $53,128-62.3% | $86,582-76.9% | $70,126-71.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 9.80% | 27.66%-17.9pp | 965.08%-955.3pp | 73.15%-63.3pp |
| Employer contribution / active EE | $5,419 | $2,068+162.0% | $2,839+90.8% | $2,343+131.3% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $658 | $3,584-81.6% | $4,904-86.6% | $4,645-85.8% |