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 | $145,935 | $114,712+27.2% | $173,730-16.0% | $87,485+66.8% |
| Participation rate | 96.8% | 73.0%+23.8pp | 79.6%+17.2pp | 68.9%+27.8pp |
| Annual return | 16.41% | 20.18%-3.8pp | 19.96%-3.5pp | 26.06%-9.6pp |
| Employer contribution / active EE | $2,363 | $2,904-18.6% | $4,577-48.4% | $2,596-9.0% |
| Participant deferral / active EE | $1,508 | $4,642-67.5% | $6,326-76.2% | $4,274-64.7% |
| Admin fee / account holder | $4,415 | $10,210-56.8% | $17,523-74.8% | $7,775-43.2% |