Filed June 17, 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 | $60,162 | $98,652-39.0% | $142,942-57.9% | $82,448-27.0% |
| Participation rate | 81.1% | 72.8%+8.4pp | 76.8%+4.3pp | 68.1%+13.1pp |
| Annual return | 13.60% | 22.65%-9.1pp | 113.70%-100.1pp | 41.64%-28.0pp |
| Employer contribution / active EE | $1,274 | $3,211-60.3% | $4,139-69.2% | $2,551-50.1% |
| Participant deferral / active EE | $2,938 | $5,580-47.3% | $7,128-58.8% | $4,139-29.0% |
| Admin fee / account holder | $1,276 | $8,078-84.2% | $12,475-89.8% | $7,234-82.4% |