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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,584 | $42,910+143.7% | $60,919+71.7% | $68,490+52.7% |
| Participation rate | 97.1% | 66.8%+30.3pp | 73.1%+24.0pp | 67.9%+29.2pp |
| Annual return | -12.26% | -13.99%+1.7pp | 16.96%-29.2pp | -7.85%-4.4pp |
| Employer contribution / active EE | $3,543 | $1,978+79.1% | $2,704+31.0% | $2,597+36.4% |
| Participant deferral / active EE | $4,631 | $2,866+61.6% | $3,814+21.4% | $4,028+15.0% |
| Admin fee / account holder | $2,011 | $3,104-35.2% | $3,228-37.7% | $5,403-62.8% |