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 | $48,574 | $58,493-17.0% | $84,023-42.2% | $72,976-33.4% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 21.56% | 28.93%-7.4pp | 71.32%-49.8pp | 81.02%-59.5pp |
| Employer contribution / active EE | $3,754 | $1,163+222.8% | $1,984+89.2% | $2,440+53.9% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,745 | $4,569-61.8% | $6,102-71.4% | $5,124-66.0% |