Filed October 18, 2017
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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 | $32,709 | $87,834-62.8% | $133,975-75.6% | $62,881-48.0% |
| Participation rate | 79.6% | 83.4%-3.8pp | 87.1%-7.5pp | 69.3%+10.3pp |
| Annual return | 3.87% | 12.05%-8.2pp | 29.29%-25.4pp | 20.14%-16.3pp |
| Employer contribution / active EE | $2,268 | $3,482-34.9% | $5,211-56.5% | $2,281-0.6% |
| Participant deferral / active EE | $4,118 | $4,812-14.4% | $6,282-34.4% | $3,203+28.6% |
| Admin fee / account holder | $9,636 | $5,372+79.4% | $9,324+3.3% | $4,296+124.3% |