Filed January 14, 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 | $116,769 | $48,337+141.6% | $67,560+72.8% | $80,959+44.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 9.79% | 18.26%-8.5pp | 3533.50%-3523.7pp | 35.67%-25.9pp |
| Employer contribution / active EE | $4,185 | $2,023+106.9% | $2,737+52.9% | $2,757+51.8% |
| Participant deferral / active EE | $5,820 | $2,928+98.8% | $4,004+45.4% | $4,300+35.3% |
| Admin fee / account holder | $13,693 | $3,695+270.5% | $3,994+242.9% | $6,925+97.7% |