Filed May 24, 2019
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,994 | $91,537+8.1% | $130,045-23.9% | $75,173+31.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 21.75% | -631.55%+653.3pp | -137.30%+159.1pp | 160.72%-139.0pp |
| Employer contribution / active EE | $2,202 | $2,845-22.6% | $4,321-49.1% | $2,671-17.6% |
| Participant deferral / active EE | $1,752 | $4,343-59.7% | $5,820-69.9% | $4,126-57.5% |
| Admin fee / account holder | $4,694 | $6,780-30.8% | $10,600-55.7% | $5,651-16.9% |