Filed July 23, 2018
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,998 | $47,977-18.7% | $154,111-74.7% | $56,287-30.7% |
| Participation rate | 94.8% | 66.2%+28.6pp | 83.0%+11.7pp | 69.9%+24.9pp |
| Annual return | -3.64% | 3.54%-7.2pp | 735.18%-738.8pp | -9.96%+6.3pp |
| Employer contribution / active EE | $4,112 | $2,169+89.6% | $5,298-22.4% | $2,111+94.8% |
| Participant deferral / active EE | $8,791 | $2,392+267.6% | $5,081+73.0% | $3,350+162.5% |
| Admin fee / account holder | $1,686 | $438+284.8% | $13,411-87.4% | $521+223.7% |