Filed April 4, 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 | $37,907 | $43,338-12.5% | $59,887-36.7% | $64,173-40.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -11.39% | -1.55%-9.8pp | 3.46%-14.9pp | 7.63%-19.0pp |
| Employer contribution / active EE | $10,633 | $2,030+423.8% | $2,722+290.6% | $2,381+346.6% |
| Participant deferral / active EE | $4,875 | $2,547+91.4% | $3,402+43.3% | $3,470+40.5% |
| Admin fee / account holder | $605 | $3,007-79.9% | $3,591-83.1% | $4,887-87.6% |