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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,745 | $42,383+24.4% | $76,518-31.1% | $64,173-17.8% |
| Participation rate | 81.1% | 58.1%+22.9pp | 68.0%+13.1pp | 69.6%+11.5pp |
| Annual return | -6.13% | -16.54%+10.4pp | -0.27%-5.9pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,723 | $1,563+10.2% | $2,647-34.9% | $2,381-27.7% |
| Participant deferral / active EE | $3,977 | $2,566+55.0% | $3,836+3.7% | $3,470+14.6% |
| Admin fee / account holder | $1,592 | $3,198-50.2% | $4,849-67.2% | $4,887-67.4% |