Filed August 12, 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 | $87,834 | $138,393-36.5% | $184,256-52.3% | $80,959+8.5% |
| Participation rate | 78.4% | 83.9%-5.5pp | 86.8%-8.5pp | 67.7%+10.7pp |
| Annual return | 11.02% | 20.01%-9.0pp | 28.85%-17.8pp | 35.67%-24.6pp |
| Employer contribution / active EE | $2,061 | $4,847-57.5% | $6,427-67.9% | $2,757-25.3% |
| Participant deferral / active EE | $4,501 | $7,076-36.4% | $9,133-50.7% | $4,300+4.7% |
| Admin fee / account holder | $2,834 | $10,489-73.0% | $13,899-79.6% | $6,925-59.1% |