Filed July 17, 2019
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Employer 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 | $88,890 | $58,057+53.1% | $97,032-8.4% | $86,983+2.2% |
| Participation rate | 88.1% | 60.4%+27.7pp | 71.6%+16.5pp | 69.5%+18.6pp |
| Annual return | 15.74% | 22.26%-6.5pp | 35.38%-19.6pp | 25.83%-10.1pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $8,622 | $3,244+165.8% | $4,672+84.5% | $4,194+105.6% |
| Admin fee / account holder | $3,599 | $4,839-25.6% | $9,418-61.8% | $7,856-54.2% |