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 | $77,962+52.3% | $178,540-33.5% | $80,935+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 | 27.15%-17.6pp | 35.66%-26.1pp |
| Employer contribution / active EE | $9,150 | $2,280+301.3% | $3,953+131.5% | $2,757+231.9% |
| Participant deferral / active EE | $12,761 | $4,404+189.8% | $6,281+103.2% | $4,299+196.8% |
| Admin fee / account holder | $57,845 | $7,156+708.4% | $10,424+454.9% | $6,924+735.4% |