Filed February 11, 2019 (most recent of 2 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,916 | $41,377-66.4% | $109,313-87.3% | $62,881-77.9% |
| Participation rate | 92.0% | 57.5%+34.5pp | 71.3%+20.7pp | 69.3%+22.7pp |
| Annual return | 7.41% | 11.05%-3.6pp | 22.07%-14.7pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,000 | $1,276-21.6% | $3,892-74.3% | $2,281-56.2% |
| Participant deferral / active EE | $1,199 | $2,045-41.4% | $3,166-62.1% | $3,203-62.6% |
| Admin fee / account holder | $1,118 | $2,884-61.2% | $5,666-80.3% | $4,296-74.0% |