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 | $85,937 | $89,370-3.8% | $141,197-39.1% | $72,976+17.8% |
| Participation rate | 98.1% | 75.1%+22.9pp | 82.5%+15.6pp | 69.5%+28.6pp |
| Annual return | -11.12% | 111.88%-123.0pp | 71.41%-82.5pp | 81.02%-92.1pp |
| Employer contribution / active EE | $16,346 | $3,115+424.8% | $4,736+245.1% | $2,440+569.9% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,554 | $5,957-6.8% | $10,265-45.9% | $5,124+8.4% |