Filed June 7, 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 | $36,751 | $55,446-33.7% | $155,574-76.4% | $74,429-50.6% |
| Participation rate | 88.0% | 61.9%+26.1pp | 78.2%+9.8pp | 67.2%+20.8pp |
| Annual return | 11.09% | 269.20%-258.1pp | 64.87%-53.8pp | 1368.38%-1357.3pp |
| Employer contribution / active EE | $1,475 | $2,266-34.9% | $4,676-68.5% | $2,625-43.8% |
| Participant deferral / active EE | $4,769 | $2,836+68.2% | $5,629-15.3% | $4,348+9.7% |
| Admin fee / account holder | $11,633 | $1,743+567.4% | $15,914-26.9% | $1,944+498.3% |