Filed March 28, 2019 (most recent of 2 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,528 | $87,834-63.0% | $133,975-75.7% | $62,881-48.3% |
| Participation rate | 96.4% | 83.4%+13.1pp | 87.1%+9.4pp | 69.3%+27.1pp |
| Annual return | 8.57% | 12.05%-3.5pp | 29.29%-20.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $2,676 | $3,482-23.1% | $5,211-48.6% | $2,281+17.3% |
| Participant deferral / active EE | $4,629 | $4,812-3.8% | $6,282-26.3% | $3,203+44.5% |
| Admin fee / account holder | $7,081 | $5,372+31.8% | $9,324-24.1% | $4,296+64.8% |