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 | $190,916-71.2% | $160,037-65.6% | $134,545-59.1% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.0%+7.7pp | 81.2%+4.5pp |
| Annual return | -22.04% | 552.79%-574.8pp | 408.95%-431.0pp | 418.37%-440.4pp |
| Employer contribution / active EE | $2,478 | $4,996-50.4% | $4,226-41.4% | $4,742-47.7% |
| Participant deferral / active EE | $4,309 | $6,925-37.8% | $6,184-30.3% | $6,401-32.7% |
| Admin fee / account holder | $418 | $10,497-96.0% | $8,716-95.2% | $11,431-96.3% |