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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $185,672 | $86,919+113.6% | $102,457+81.2% | $80,911+129.5% |
| Participation rate | 98.1% | 72.4%+25.8pp | 76.5%+21.7pp | 67.6%+30.5pp |
| Annual return | -0.56% | 18.90%-19.5pp | 29.41%-30.0pp | 35.63%-36.2pp |
| Employer contribution / active EE | $21,200 | $2,368+795.2% | $3,022+601.5% | $2,756+669.3% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $11,197 | $8,049+39.1% | $9,451+18.5% | $6,935+61.5% |