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 | $16,556 | $46,877-64.7% | $122,354-86.5% | $70,126-76.4% |
| Participation rate | 96.0% | 58.2%+37.8pp | 71.6%+24.4pp | 69.5%+26.5pp |
| Annual return | 14.14% | 24.22%-10.1pp | 30.28%-16.1pp | 73.15%-59.0pp |
| Employer contribution / active EE | $1,000 | $1,288-22.4% | $4,051-75.3% | $2,343-57.3% |
| Participant deferral / active EE | $1,183 | $2,167-45.4% | $3,287-64.0% | $3,332-64.5% |
| Admin fee / account holder | $980 | $3,324-70.5% | $5,479-82.1% | $4,645-78.9% |