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 | $118,534 | $53,837+120.2% | $75,714+56.6% | $85,847+38.1% |
| Participation rate | 96.9% | 69.1%+27.8pp | 74.8%+22.0pp | 69.3%+27.6pp |
| Annual return | 11.27% | 24.54%-13.3pp | 104.62%-93.4pp | 318.61%-307.3pp |
| Employer contribution / active EE | $3,868 | $2,017+91.7% | $2,744+41.0% | $2,565+50.8% |
| Participant deferral / active EE | $4,890 | $2,895+68.9% | $3,820+28.0% | $3,952+23.7% |
| Admin fee / account holder | $3,320 | $3,339-0.6% | $3,619-8.2% | $6,261-47.0% |