Filed January 16, 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 | $136,974 | $61,815+121.6% | $97,295+40.8% | $80,959+69.2% |
| Participation rate | 81.1% | 63.5%+17.6pp | 72.7%+8.4pp | 67.7%+13.4pp |
| Annual return | 10.00% | -558.73%+568.7pp | 75.62%-65.6pp | 35.67%-25.7pp |
| Employer contribution / active EE | $447 | $1,836-75.6% | $2,723-83.6% | $2,757-83.8% |
| Participant deferral / active EE | $5,313 | $3,027+75.5% | $4,264+24.6% | $4,300+23.5% |
| Admin fee / account holder | $17,830 | $5,166+245.2% | $5,646+215.8% | $6,925+157.5% |