Filed February 15, 2019
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Participant 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 | $115,689 | $51,604+124.2% | $129,295-10.5% | $80,874+43.0% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 21.17% | 20.76%+0.4pp | 9429.28%-9408.1pp | 35.62%-14.4pp |
| Employer contribution / active EE | $1,642 | $1,585+3.6% | $4,157-60.5% | $2,756-40.4% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,169-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,262 | $4,310-70.7% | $7,665-83.5% | $6,935-81.8% |