Filed December 4, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $286,923 | $102,422+180.1% | $147,117+95.0% | $80,959+254.4% |
| Participation rate | 83.3% | 75.9%+7.5pp | 82.2%+1.1pp | 67.7%+15.7pp |
| Annual return | 11.52% | 135.16%-123.6pp | 420.54%-409.0pp | 35.67%-24.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $11,818 | $6,652+77.7% | $8,065+46.5% | $4,300+174.8% |
| Admin fee / account holder | $66,128 | $7,953+731.4% | $12,993+409.0% | $6,925+854.9% |