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 | $61,755+121.8% | $97,161+41.0% | $80,911+69.3% |
| Participation rate | 81.1% | 63.5%+17.6pp | 72.7%+8.4pp | 67.6%+13.4pp |
| Annual return | 10.00% | -557.90%+567.9pp | 75.36%-65.4pp | 35.63%-25.6pp |
| Employer contribution / active EE | $447 | $1,835-75.6% | $2,723-83.6% | $2,756-83.8% |
| Participant deferral / active EE | $5,313 | $3,026+75.5% | $4,265+24.6% | $4,297+23.6% |
| Admin fee / account holder | $17,830 | $5,166+245.2% | $5,647+215.7% | $6,935+157.1% |