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 | $77,747 | $70,418+10.4% | $96,570-19.5% | $85,847-9.4% |
| Participation rate | 95.3% | 61.8%+33.5pp | 69.8%+25.5pp | 69.3%+26.0pp |
| Annual return | 18.94% | 18.59%+0.3pp | 37.79%-18.9pp | 318.61%-299.7pp |
| Employer contribution / active EE | $3,357 | $1,413+137.6% | $2,357+42.4% | $2,565+30.9% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,625 | $4,995-67.5% | $6,182-73.7% | $6,261-74.0% |