Filed July 9, 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 | $177,302 | $101,798+74.2% | $165,071+7.4% | $80,935+119.1% |
| Participation rate | 87.1% | 71.8%+15.3pp | 78.6%+8.5pp | 67.7%+19.4pp |
| Annual return | 9.48% | 16.73%-7.2pp | 70.17%-60.7pp | 35.66%-26.2pp |
| Employer contribution / active EE | $2,316 | $2,954-21.6% | $4,347-46.7% | $2,757-16.0% |
| Participant deferral / active EE | $4,275 | $4,476-4.5% | $6,035-29.2% | $4,299-0.6% |
| Admin fee / account holder | $38,735 | $8,221+371.1% | $12,695+205.1% | $6,924+459.4% |