Filed October 26, 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 | $76,293 | $72,027+5.9% | $185,835-58.9% | $79,852-4.5% |
| Participation rate | 79.6% | 65.8%+13.8pp | 78.0%+1.6pp | 69.6%+10.0pp |
| Annual return | 7.11% | 23.13%-16.0pp | 35.96%-28.8pp | 31.72%-24.6pp |
| Employer contribution / active EE | $1,090 | $1,965-44.5% | $4,087-73.3% | $2,471-55.9% |
| Participant deferral / active EE | $9,444 | $3,780+149.9% | $5,633+67.7% | $3,740+152.5% |
| Admin fee / account holder | $2,135 | $4,513-52.7% | $9,502-77.5% | $5,306-59.8% |