Filed November 2, 2018
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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 | $62,152 | $55,449+12.1% | $83,831-25.9% | $56,289+10.4% |
| Participation rate | 78.8% | 68.0%+10.8pp | 76.1%+2.7pp | 69.9%+9.0pp |
| Annual return | -1.60% | -1.38%-0.2pp | 850.99%-852.6pp | -9.96%+8.4pp |
| Employer contribution / active EE | $9,153 | $2,430+276.6% | $3,631+152.1% | $2,111+333.6% |
| Participant deferral / active EE | $1,111 | $2,935-62.2% | $4,082-72.8% | $3,350-66.8% |
| Admin fee / account holder | $6,300 | $656+860.3% | $5,479+15.0% | $521+1109.2% |