Filed February 21, 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 | $92,943 | $93,589-0.7% | $135,942-31.6% | $75,181+23.6% |
| Participation rate | 95.6% | 75.2%+20.4pp | 81.9%+13.6pp | 67.2%+28.4pp |
| Annual return | 13.82% | 30.90%-17.1pp | 68.28%-54.5pp | 160.69%-146.9pp |
| Employer contribution / active EE | $9,979 | $3,537+182.1% | $4,858+105.4% | $2,671+273.7% |
| Participant deferral / active EE | $16,577 | $6,405+158.8% | $7,759+113.6% | $4,126+301.8% |
| Admin fee / account holder | $37,657 | $6,977+439.7% | $10,764+249.8% | $5,650+566.5% |