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 | $79,653 | $123,793-35.7% | $177,840-55.2% | $79,852-0.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 10.75% | 22.82%-12.1pp | 48.32%-37.6pp | 31.72%-21.0pp |
| Employer contribution / active EE | $2,489 | $4,095-39.2% | $5,919-57.9% | $2,471+0.7% |
| Participant deferral / active EE | $6,932 | $5,956+16.4% | $7,714-10.1% | $3,740+85.3% |
| Admin fee / account holder | $4,024 | $7,243-44.4% | $12,431-67.6% | $5,306-24.2% |