Filed June 20, 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 | $81,534 | $57,119+42.7% | $85,187-4.3% | $80,935+0.7% |
| Participation rate | 95.7% | 56.4%+39.3pp | 67.5%+28.2pp | 67.7%+28.1pp |
| Annual return | 9.93% | 21.70%-11.8pp | 66.67%-56.7pp | 35.66%-25.7pp |
| Employer contribution / active EE | $3,995 | $1,802+121.8% | $2,732+46.2% | $2,757+44.9% |
| Participant deferral / active EE | $4,745 | $3,115+52.3% | $4,525+4.9% | $4,299+10.4% |
| Admin fee / account holder | $9,562 | $4,990+91.6% | $6,162+55.2% | $6,924+38.1% |