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 | $43,548 | $81,727-46.7% | $58,534-25.6% | $139,427-68.8% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 3.63% | 7422.38%-7418.7pp | 4248.32%-4244.7pp | 373.27%-369.6pp |
| Employer contribution / active EE | $4,030 | $1,399+188.1% | $1,054+282.5% | $4,752-15.2% |
| Participant deferral / active EE | $3,293 | $2,557+28.8% | $1,924+71.1% | $6,711-50.9% |
| Admin fee / account holder | $4,149 | $3,271+26.8% | $2,519+64.7% | $11,404-63.6% |