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 | $89,306 | $85,766+4.1% | $136,298-34.5% | $70,126+27.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | -5.40% | 31.46%-36.9pp | 5156.27%-5161.7pp | 73.15%-78.6pp |
| Employer contribution / active EE | $9,473 | $2,966+219.4% | $4,696+101.7% | $2,343+304.4% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,441 | $5,421-18.1% | $9,244-52.0% | $4,645-4.4% |