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 | $101,302-40.6% | $149,600-59.8% | $82,637-27.2% |
| Participation rate | 81.1% | 72.5%+8.6pp | 77.2%+4.0pp | 68.1%+13.1pp |
| Annual return | 13.60% | 21.39%-7.8pp | 129.59%-116.0pp | 53.51%-39.9pp |
| Employer contribution / active EE | $1,274 | $3,099-58.9% | $4,193-69.6% | $2,552-50.1% |
| Participant deferral / active EE | $2,938 | $5,589-47.4% | $7,203-59.2% | $4,126-28.8% |
| Admin fee / account holder | $1,276 | $8,449-84.9% | $13,963-90.9% | $7,339-82.6% |