Filed September 4, 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 | $51,641 | $29,319+76.1% | $52,425-1.5% | $82,448-37.4% |
| Participation rate | 96.7% | 46.9%+49.8pp | 55.6%+41.0pp | 68.1%+28.6pp |
| Annual return | 13.02% | 535.20%-522.2pp | 302.12%-289.1pp | 41.64%-28.6pp |
| Employer contribution / active EE | $3,447 | $586+487.8% | $914+277.1% | $2,551+35.1% |
| Participant deferral / active EE | $2,116 | $1,171+80.6% | $1,790+18.2% | $4,139-48.9% |
| Admin fee / account holder | $2,615 | $1,962+33.3% | $2,495+4.8% | $7,234-63.9% |