Filed November 7, 2017
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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 | $81,549 | $49,199+65.8% | $121,210-32.7% | $75,177+8.5% |
| Participation rate | 72.8% | 55.4%+17.4pp | 69.5%+3.3pp | 67.2%+5.6pp |
| Annual return | 4.47% | 56.04%-51.6pp | 987.41%-982.9pp | 160.75%-156.3pp |
| Employer contribution / active EE | $849 | $1,547-45.1% | $4,171-79.6% | $2,671-68.2% |
| Participant deferral / active EE | $1,679 | $2,630-36.2% | $4,084-58.9% | $4,126-59.3% |
| Admin fee / account holder | $15,755 | $3,946+299.3% | $5,647+179.0% | $5,651+178.8% |