Filed December 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 | $113,939 | $146,267-22.1% | $197,124-42.2% | $82,448+38.2% |
| Participation rate | 95.1% | 84.0%+11.0pp | 86.7%+8.3pp | 68.1%+27.0pp |
| Annual return | 12.98% | 29.61%-16.6pp | 44.34%-31.4pp | 41.64%-28.7pp |
| Employer contribution / active EE | $2,773 | $4,723-41.3% | $6,227-55.5% | $2,551+8.7% |
| Participant deferral / active EE | $8,208 | $7,035+16.7% | $9,135-10.1% | $4,139+98.3% |
| Admin fee / account holder | $5,628 | $14,422-61.0% | $16,298-65.5% | $7,234-22.2% |