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 | $159,134 | $125,797+26.5% | $170,043-6.4% | $75,173+111.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 7.88% | 27.20%-19.3pp | 53.40%-45.5pp | 160.72%-152.8pp |
| Employer contribution / active EE | $5,084 | $4,616+10.1% | $6,790-25.1% | $2,671+90.3% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,410-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,867 | $8,177-52.7% | $12,824-69.8% | $5,651-31.6% |