Filed April 26, 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 | $97,599 | $76,551+27.5% | $123,894-21.2% | $62,881+55.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 4.21% | 18.68%-14.5pp | 47.52%-43.3pp | 20.14%-15.9pp |
| Employer contribution / active EE | $8,309 | $2,882+188.3% | $4,617+80.0% | $2,281+264.3% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,023 | $4,826-58.1% | $8,357-75.8% | $4,296-52.9% |