Filed February 5, 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 | $29,096 | $77,638-62.5% | $156,551-81.4% | $62,881-53.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 2.79% | 50.33%-47.5pp | 32.23%-29.4pp | 20.14%-17.4pp |
| Employer contribution / active EE | $4,853 | $3,444+40.9% | $5,501-11.8% | $2,281+112.7% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $12,251 | $5,561+120.3% | $13,028-6.0% | $4,296+185.2% |