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 | $114,170 | $101,778+12.2% | $164,975-30.8% | $80,925+41.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 18.34% | 16.73%+1.6pp | 70.12%-51.8pp | 35.65%-17.3pp |
| Employer contribution / active EE | $2,203 | $2,954-25.4% | $4,343-49.3% | $2,756-20.1% |
| Participant deferral / active EE | $1,670 | $4,477-62.7% | $6,033-72.3% | $4,299-61.2% |
| Admin fee / account holder | $4,853 | $8,221-41.0% | $12,688-61.8% | $6,940-30.1% |