Filed April 24, 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 | $54,985 | $190,843-71.2% | $159,981-65.6% | $134,493-59.1% |
| Participation rate | 85.7% | 81.9%+3.8pp | 78.0%+7.8pp | 81.2%+4.5pp |
| Annual return | -22.04% | 552.37%-574.4pp | 408.70%-430.7pp | 418.01%-440.1pp |
| Employer contribution / active EE | $2,478 | $4,993-50.4% | $4,224-41.3% | $4,740-47.7% |
| Participant deferral / active EE | $4,309 | $6,923-37.8% | $6,182-30.3% | $6,400-32.7% |
| Admin fee / account holder | $418 | $10,475-96.0% | $8,700-95.2% | $11,425-96.3% |