Filed January 15, 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 | $37,763 | $39,162-3.6% | $100,671-62.5% | $59,633-36.7% |
| Participation rate | 79.7% | 55.9%+23.9pp | 70.7%+9.0pp | 68.7%+11.1pp |
| Annual return | -1.94% | 21.07%-23.0pp | 20.43%-22.4pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $786 | $1,992-60.6% | $3,144-75.0% | $3,192-75.4% |
| Admin fee / account holder | $667 | $2,969-77.5% | $4,850-86.2% | $4,297-84.5% |