Filed May 8, 2019
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,704 | $90,448-32.9% | $93,786-35.3% | $134,545-54.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -27.23% | -15.71%-11.5pp | -11.32%-15.9pp | 418.37%-445.6pp |
| Employer contribution / active EE | $9,859 | $4,349+126.7% | $4,328+127.8% | $4,742+107.9% |
| Participant deferral / active EE | $8,976 | $5,983+50.0% | $6,100+47.2% | $6,401+40.2% |
| Admin fee / account holder | $9,482 | $9,232+2.7% | $7,184+32.0% | $11,431-17.0% |