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 | $174,752 | $91,525+90.9% | $130,026+34.4% | $75,181+132.4% |
| Participation rate | 90.6% | 71.4%+19.2pp | 78.5%+12.1pp | 67.2%+23.4pp |
| Annual return | 11.43% | -631.40%+642.8pp | -137.26%+148.7pp | 160.69%-149.3pp |
| Employer contribution / active EE | $2,174 | $2,844-23.6% | $4,321-49.7% | $2,671-18.6% |
| Participant deferral / active EE | $4,633 | $4,342+6.7% | $5,821-20.4% | $4,126+12.3% |
| Admin fee / account holder | $13,441 | $6,778+98.3% | $10,608+26.7% | $5,650+137.9% |