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 | $181,555 | $80,985+124.2% | $96,576+88.0% | $75,181+141.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 21.19% | 27.05%-5.9pp | 25.87%-4.7pp | 160.69%-139.5pp |
| Employer contribution / active EE | $19,201 | $2,282+741.2% | $2,965+547.6% | $2,671+619.0% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $11,624 | $6,719+73.0% | $8,253+40.9% | $5,650+105.7% |