Filed March 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 | $43,094 | $47,977-10.2% | $154,108-72.0% | $56,289-23.4% |
| Participation rate | 83.3% | 66.2%+17.2pp | 83.0%+0.3pp | 69.9%+13.5pp |
| Annual return | -4.89% | 3.54%-8.4pp | 735.21%-740.1pp | -9.96%+5.1pp |
| Employer contribution / active EE | $986 | $2,169-54.5% | $5,298-81.4% | $2,111-53.3% |
| Participant deferral / active EE | $3,339 | $2,392+39.6% | $5,081-34.3% | $3,350-0.3% |
| Admin fee / account holder | $3,716 | $438+748.1% | $13,411-72.3% | $521+613.4% |