Filed November 20, 2019
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,944 | $85,766-65.1% | $136,297-78.0% | $70,131-57.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.12% | 31.45%-12.3pp | 5156.16%-5137.0pp | 73.14%-54.0pp |
| Employer contribution / active EE | -$212 | $2,966-107.1% | $4,696-104.5% | $2,342-109.0% |
| Participant deferral / active EE | $3,387 | $5,051-32.9% | $6,247-45.8% | $3,332+1.7% |
| Admin fee / account holder | $1,849 | $5,420-65.9% | $9,244-80.0% | $4,645-60.2% |