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 | $91,129 | $78,423+16.2% | $95,964-5.0% | $79,856+14.1% |
| Participation rate | 96.3% | 73.5%+22.8pp | 77.1%+19.2pp | 69.6%+26.7pp |
| Annual return | -1.48% | 19.37%-20.9pp | 91.64%-93.1pp | 31.71%-33.2pp |
| Employer contribution / active EE | $8,389 | $1,945+331.2% | $2,541+230.1% | $2,471+239.5% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,810 | $5,622-50.0% | $6,797-58.7% | $5,306-47.0% |