Filed January 14, 2019
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $110,472 | $46,599+137.1% | $64,101+72.3% | $75,173+47.0% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 12.74% | 26.06%-13.3pp | 33.72%-21.0pp | 160.72%-148.0pp |
| Employer contribution / active EE | $4,960 | $1,975+151.1% | $2,749+80.4% | $2,671+85.7% |
| Participant deferral / active EE | $284 | $2,837-90.0% | $3,881-92.7% | $4,126-93.1% |
| Admin fee / account holder | $5,065 | $2,956+71.3% | $3,070+65.0% | $5,651-10.4% |