Filed April 2, 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 | $123,555 | $56,287+119.5% | $80,977+52.6% | $62,881+96.5% |
| Participation rate | 86.3% | 68.9%+17.3pp | 75.8%+10.5pp | 69.3%+17.0pp |
| Annual return | 4.28% | 22.13%-17.9pp | 17.11%-12.8pp | 20.14%-15.9pp |
| Employer contribution / active EE | $2,540 | $1,943+30.8% | $3,715-31.6% | $2,281+11.4% |
| Participant deferral / active EE | $7,804 | $4,196+86.0% | $5,696+37.0% | $3,203+143.7% |
| Admin fee / account holder | $5,439 | $3,742+45.4% | $5,517-1.4% | $4,296+26.6% |