Filed February 26, 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 | $32,502 | $50,958-36.2% | $74,552-56.4% | $64,181-49.4% |
| Participation rate | 98.5% | 61.1%+37.4pp | 69.1%+29.3pp | 69.6%+28.9pp |
| Annual return | 0.00% | -1.86%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $12,179 | $1,115+992.0% | $1,961+521.1% | $2,381+411.5% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $413 | $4,223-90.2% | $5,060-91.8% | $4,887-91.5% |