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 | $119,738 | $49,199+143.4% | $121,204-1.2% | $75,173+59.3% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 21.41% | 56.04%-34.6pp | 987.18%-965.8pp | 160.72%-139.3pp |
| Employer contribution / active EE | $6,268 | $1,547+305.1% | $4,170+50.3% | $2,671+134.7% |
| Participant deferral / active EE | $0 | $2,630-100.0% | $4,083-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,527 | $3,946-61.3% | $5,651-73.0% | $5,651-73.0% |