Filed May 17, 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 | $148,267 | $98,776+50.1% | $149,745-1.0% | $79,856+85.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.00% | 27.38%-15.4pp | 276.72%-264.7pp | 31.71%-19.7pp |
| Employer contribution / active EE | $7,653 | $3,217+137.9% | $4,646+64.7% | $2,471+209.7% |
| Participant deferral / active EE | $5,057 | $5,681-11.0% | $6,843-26.1% | $3,741+35.2% |
| Admin fee / account holder | $8,295 | $6,053+37.0% | $9,312-10.9% | $5,306+56.3% |