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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,676 | $85,766+158.5% | $136,298+62.6% | $70,126+216.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 8.52% | 31.46%-22.9pp | 5156.27%-5147.8pp | 73.15%-64.6pp |
| Employer contribution / active EE | $28,859 | $2,966+873.0% | $4,696+514.6% | $2,343+1132.0% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,785 | $5,421+25.2% | $9,244-26.6% | $4,645+46.1% |