Filed January 4, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,754 | $72,071+188.3% | $68,368+203.9% | $137,256+51.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.58% | 353.14%-340.6pp | 292.57%-280.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $7,364 | $2,788+164.1% | $2,649+178.0% | $4,156+77.2% |
| Participant deferral / active EE | $10,620 | $4,410+140.8% | $4,123+157.6% | $6,407+65.8% |
| Admin fee / account holder | $35,617 | $5,336+567.5% | $5,150+591.6% | $12,270+190.3% |