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 | $134,828 | $80,983+66.5% | $96,544+39.7% | $75,177+79.3% |
| Participation rate | 96.1% | 71.8%+24.3pp | 76.0%+20.1pp | 67.2%+28.9pp |
| Annual return | -6.80% | 27.05%-33.9pp | 25.88%-32.7pp | 160.75%-167.5pp |
| Employer contribution / active EE | $9,233 | $2,282+304.5% | $2,966+211.3% | $2,671+245.7% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,991 | $6,717-55.5% | $8,254-63.8% | $5,651-47.1% |