Filed October 23, 2017
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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 | $76,558 | $86,938-11.9% | $102,423-25.3% | $80,925-5.4% |
| Participation rate | 95.7% | 72.4%+23.3pp | 76.5%+19.1pp | 67.7%+28.0pp |
| Annual return | 6.61% | 18.89%-12.3pp | 29.42%-22.8pp | 35.65%-29.0pp |
| Employer contribution / active EE | $698 | $2,369-70.5% | $3,023-76.9% | $2,756-74.7% |
| Participant deferral / active EE | $4,495 | $4,120+9.1% | $5,054-11.1% | $4,299+4.6% |
| Admin fee / account holder | $14,888 | $8,053+84.9% | $9,455+57.5% | $6,940+114.5% |