Filed November 13, 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 | $118,758 | $78,015+52.2% | $178,505-33.5% | $80,959+46.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 9.57% | 18.10%-8.5pp | 27.16%-17.6pp | 35.67%-26.1pp |
| Employer contribution / active EE | $9,150 | $2,281+301.1% | $3,955+131.3% | $2,757+231.9% |
| Participant deferral / active EE | $12,761 | $4,406+189.6% | $6,280+103.2% | $4,300+196.7% |
| Admin fee / account holder | $57,845 | $7,160+707.8% | $10,428+454.7% | $6,925+735.3% |