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 | $121,755 | $45,050+170.3% | $63,018+93.2% | $70,126+73.6% |
| Participation rate | 96.6% | 69.5%+27.0pp | 74.8%+21.7pp | 69.5%+27.0pp |
| Annual return | 10.68% | 18.76%-8.1pp | 87.62%-76.9pp | 73.15%-62.5pp |
| Employer contribution / active EE | $4,468 | $2,052+117.7% | $2,761+61.8% | $2,343+90.7% |
| Participant deferral / active EE | $3,765 | $2,466+52.7% | $3,330+13.1% | $3,332+13.0% |
| Admin fee / account holder | $5,778 | $2,834+103.9% | $3,601+60.5% | $4,645+24.4% |