Filed March 6, 2018
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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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $530,823 | $176,794+200.2% | $146,647+262.0% | $167,553+216.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | -4.35% | 24.04%-28.4pp | 22.75%-27.1pp | 478.89%-483.2pp |
| Employer contribution / active EE | $20,802 | $5,161+303.0% | $4,137+402.8% | $4,840+329.8% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $3,556 | $13,262-73.2% | $10,281-65.4% | $12,316-71.1% |