Filed June 3, 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 | $34,045 | $70,667-51.8% | $123,105-72.3% | $52,331-34.9% |
| Participation rate | 83.8% | 83.7%+0.1pp | 86.8%-3.0pp | 68.1%+15.7pp |
| Annual return | -2.08% | 6.23%-8.3pp | 13.22%-15.3pp | 4.54%-6.6pp |
| Employer contribution / active EE | $2,328 | $2,946-21.0% | $5,151-54.8% | $1,882+23.7% |
| Participant deferral / active EE | $2,651 | $4,493-41.0% | $6,229-57.5% | $3,022-12.3% |
| Admin fee / account holder | $1,491 | $506+194.4% | $9,014-83.5% | $592+152.0% |