Filed February 28, 2019 (most recent of 2 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,284 | $71,878+107.7% | $86,698+72.2% | $68,486+118.0% |
| Participation rate | 98.0% | 72.2%+25.8pp | 76.6%+21.5pp | 67.9%+30.1pp |
| Annual return | 35.02% | 3.53%+31.5pp | 35.95%-0.9pp | -7.85%+42.9pp |
| Employer contribution / active EE | $17,117 | $2,173+687.6% | $2,837+503.4% | $2,597+559.2% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,610 | $6,113+24.5% | $7,493+1.6% | $5,404+40.8% |