Filed July 12, 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 | $212,562 | $81,358+161.3% | $155,556+36.6% | $80,959+162.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 9.62% | 33.39%-23.8pp | 64.84%-55.2pp | 35.67%-26.0pp |
| Employer contribution / active EE | $2,427 | $3,106-21.9% | $4,675-48.1% | $2,757-12.0% |
| Participant deferral / active EE | $3,683 | $3,455+6.6% | $5,631-34.6% | $4,300-14.4% |
| Admin fee / account holder | $555 | $7,994-93.1% | $15,885-96.5% | $6,925-92.0% |