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 | $48,479 | $49,199-1.5% | $121,210-60.0% | $75,177-35.5% |
| Participation rate | 95.5% | 55.4%+40.0pp | 69.5%+25.9pp | 67.2%+28.2pp |
| Annual return | -4.93% | 56.04%-61.0pp | 987.41%-992.3pp | 160.75%-165.7pp |
| Employer contribution / active EE | $1,517 | $1,547-2.0% | $4,171-63.6% | $2,671-43.2% |
| Participant deferral / active EE | $4,887 | $2,630+85.8% | $4,084+19.7% | $4,126+18.4% |
| Admin fee / account holder | $4,657 | $3,946+18.0% | $5,647-17.5% | $5,651-17.6% |