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 | $37,156+39.0% | $83,854-38.4% | $86,983-40.6% |
| Participation rate | 96.7% | 49.1%+47.6pp | 59.1%+37.6pp | 69.5%+27.1pp |
| Annual return | 13.02% | 29.88%-16.9pp | 31.39%-18.4pp | 25.83%-12.8pp |
| Employer contribution / active EE | $3,447 | $661+421.6% | $1,017+238.9% | $2,584+33.4% |
| Participant deferral / active EE | $2,116 | $1,418+49.2% | $2,035+4.0% | $4,194-49.6% |
| Admin fee / account holder | $2,615 | $2,510+4.2% | $3,197-18.2% | $7,856-66.7% |