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 | $57,061+42.9% | $85,063-4.1% | $80,911+0.8% |
| Participation rate | 95.7% | 56.3%+39.4pp | 67.5%+28.2pp | 67.6%+28.1pp |
| Annual return | 9.93% | 21.66%-11.7pp | 66.54%-56.6pp | 35.63%-25.7pp |
| Employer contribution / active EE | $3,995 | $1,799+122.1% | $2,727+46.5% | $2,756+45.0% |
| Participant deferral / active EE | $4,745 | $3,110+52.5% | $4,523+4.9% | $4,297+10.4% |
| Admin fee / account holder | $9,562 | $4,986+91.8% | $6,155+55.4% | $6,935+37.9% |