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 | $109,719 | $59,813+83.4% | $79,580+37.9% | $68,486+60.2% |
| Participation rate | 94.0% | 61.1%+33.0pp | 69.5%+24.5pp | 67.9%+26.1pp |
| Annual return | 35.66% | -12.30%+48.0pp | 0.15%+35.5pp | -7.85%+43.5pp |
| Employer contribution / active EE | $4,267 | $1,505+183.5% | $2,413+76.8% | $2,597+64.3% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,615 | $4,835-45.9% | $6,835-61.7% | $5,404-51.6% |