Filed April 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,790 | $102,429-25.0% | $147,096-47.8% | $80,925-5.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | -5.88% | 135.02%-140.9pp | 419.75%-425.6pp | 35.65%-41.5pp |
| Employer contribution / active EE | $7,994 | $3,716+115.2% | $4,936+62.0% | $2,756+190.0% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,522 | $7,957-68.3% | $13,005-80.6% | $6,940-63.7% |