Filed November 19, 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 | $82,806 | $167,362-50.5% | $143,799-42.4% | $134,532-38.4% |
| Participation rate | 91.7% | 84.8%+6.8pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -20.30% | 0.47%-20.8pp | -0.04%-20.3pp | 418.27%-438.6pp |
| Employer contribution / active EE | $5,759 | $5,620+2.5% | $4,952+16.3% | $4,741+21.5% |
| Participant deferral / active EE | $9,574 | $6,447+48.5% | $5,638+69.8% | $6,401+49.6% |
| Admin fee / account holder | $3,632 | $18,094-79.9% | $14,677-75.3% | $11,429-68.2% |