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 | $48,314+141.7% | $67,561+72.8% | $80,925+44.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 9.79% | 18.28%-8.5pp | 3525.44%-3515.6pp | 35.65%-25.9pp |
| Employer contribution / active EE | $4,185 | $2,022+107.0% | $2,735+53.0% | $2,756+51.8% |
| Participant deferral / active EE | $5,820 | $2,927+98.9% | $4,003+45.4% | $4,299+35.4% |
| Admin fee / account holder | $13,693 | $3,690+271.1% | $4,006+241.9% | $6,940+97.3% |