Filed December 21, 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 | $80,911 | $53,774+50.5% | $134,162-39.7% | $79,856+1.3% |
| Participation rate | 76.5% | 58.8%+17.7pp | 72.2%+4.3pp | 69.6%+6.8pp |
| Annual return | 5.58% | 19.01%-13.4pp | 36.35%-30.8pp | 31.71%-26.1pp |
| Employer contribution / active EE | $2,509 | $1,322+89.9% | $3,705-32.3% | $2,471+1.5% |
| Participant deferral / active EE | $2,983 | $2,420+23.3% | $3,500-14.8% | $3,741-20.3% |
| Admin fee / account holder | $3,775 | $3,985-5.3% | $6,685-43.5% | $5,306-28.9% |