Filed July 16, 2019
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,207 | $123,793-46.5% | $177,827-62.8% | $79,858-17.1% |
| Participation rate | 97.3% | 84.7%+12.6pp | 87.7%+9.6pp | 69.6%+27.7pp |
| Annual return | 22.88% | 22.82%+0.1pp | 48.32%-25.4pp | 31.72%-8.8pp |
| Employer contribution / active EE | $1,442 | $4,095-64.8% | $5,918-75.6% | $2,471-41.7% |
| Participant deferral / active EE | $2,594 | $5,956-56.4% | $7,713-66.4% | $3,740-30.6% |
| Admin fee / account holder | $575 | $7,243-92.1% | $12,429-95.4% | $5,306-89.2% |