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 | $66,885 | $86,940-23.1% | $102,434-34.7% | $80,935-17.4% |
| Participation rate | 97.9% | 72.4%+25.5pp | 76.5%+21.4pp | 67.7%+30.2pp |
| Annual return | -53.43% | 18.89%-72.3pp | 29.46%-82.9pp | 35.66%-89.1pp |
| Employer contribution / active EE | $10,649 | $2,370+349.4% | $3,023+252.2% | $2,757+286.3% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,223 | $8,047-59.9% | $9,462-65.9% | $6,924-53.5% |