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 | $152,031 | $69,977+117.3% | $108,582+40.0% | $62,881+141.8% |
| Participation rate | 82.5% | 72.9%+9.6pp | 79.6%+2.9pp | 69.3%+13.2pp |
| Annual return | 3.61% | 10.73%-7.1pp | -51.70%+55.3pp | 20.14%-16.5pp |
| Employer contribution / active EE | $2,269 | $2,135+6.3% | $3,758-39.6% | $2,281-0.5% |
| Participant deferral / active EE | $4,633 | $3,165+46.4% | $4,311+7.5% | $3,203+44.6% |
| Admin fee / account holder | $110,592 | $5,076+2078.5% | $7,645+1346.6% | $4,296+2474.5% |