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 | $36,948+39.8% | $73,658-29.9% | $87,485-41.0% |
| Participation rate | 96.7% | 46.8%+49.8pp | 57.0%+39.6pp | 68.9%+27.7pp |
| Annual return | 13.02% | 28.64%-15.6pp | 29.72%-16.7pp | 26.06%-13.0pp |
| Employer contribution / active EE | $3,447 | $670+414.5% | $1,032+233.9% | $2,596+32.8% |
| Participant deferral / active EE | $2,116 | $1,379+53.4% | $2,062+2.6% | $4,274-50.5% |
| Admin fee / account holder | $2,615 | $2,531+3.3% | $3,357-22.1% | $7,775-66.4% |