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 | $101,752+74.2% | $164,928+7.5% | $80,911+119.1% |
| Participation rate | 87.1% | 71.8%+15.3pp | 78.6%+8.5pp | 67.6%+19.4pp |
| Annual return | 9.48% | 16.73%-7.2pp | 70.08%-60.6pp | 35.63%-26.2pp |
| Employer contribution / active EE | $2,316 | $2,953-21.6% | $4,343-46.7% | $2,756-16.0% |
| Participant deferral / active EE | $4,275 | $4,477-4.5% | $6,034-29.1% | $4,297-0.5% |
| Admin fee / account holder | $38,735 | $8,218+371.4% | $12,684+205.4% | $6,935+458.6% |