Filed December 1, 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 | $96,382 | $123,793-22.1% | $177,827-45.8% | $79,858+20.7% |
| Participation rate | 90.5% | 84.7%+5.8pp | 87.7%+2.8pp | 69.6%+20.8pp |
| Annual return | 9.44% | 22.82%-13.4pp | 48.32%-38.9pp | 31.72%-22.3pp |
| Employer contribution / active EE | $5,554 | $4,095+35.6% | $5,918-6.2% | $2,471+124.8% |
| Participant deferral / active EE | $5,703 | $5,956-4.3% | $7,713-26.1% | $3,740+52.5% |
| Admin fee / account holder | $3,845 | $7,243-46.9% | $12,429-69.1% | $5,306-27.5% |