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 | $69,773 | $45,872+52.1% | $77,096-9.5% | $68,486+1.9% |
| Participation rate | 89.9% | 55.9%+33.9pp | 67.9%+21.9pp | 67.9%+22.0pp |
| Annual return | -14.41% | 1.73%-16.1pp | 42.35%-56.8pp | -7.85%-6.6pp |
| Employer contribution / active EE | $2,081 | $1,650+26.1% | $2,814-26.1% | $2,597-19.9% |
| Participant deferral / active EE | $4,547 | $2,963+53.5% | $4,429+2.7% | $4,028+12.9% |
| Admin fee / account holder | $4,590 | $3,041+50.9% | $5,428-15.4% | $5,404-15.1% |