Filed September 25, 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 | $50,309 | $60,139-16.3% | $90,461-44.4% | $79,856-37.0% |
| Participation rate | 88.5% | 65.0%+23.5pp | 72.7%+15.8pp | 69.6%+18.8pp |
| Annual return | 8.91% | 71.96%-63.1pp | 1294.76%-1285.9pp | 31.71%-22.8pp |
| Employer contribution / active EE | $4,537 | $2,069+119.3% | $3,264+39.0% | $2,471+83.6% |
| Participant deferral / active EE | $6,760 | $2,939+130.0% | $3,964+70.5% | $3,741+80.7% |
| Admin fee / account holder | $6,347 | $3,978+59.5% | $5,617+13.0% | $5,306+19.6% |