Filed May 7, 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 | $135,529 | $59,111+129.3% | $86,451+56.8% | $68,490+97.9% |
| Participation rate | 93.2% | 75.2%+18.0pp | 80.3%+12.9pp | 67.9%+25.3pp |
| Annual return | -22.60% | -0.22%-22.4pp | 4398.51%-4421.1pp | -7.85%-14.8pp |
| Employer contribution / active EE | $14,834 | $2,519+488.9% | $3,770+293.5% | $2,597+471.3% |
| Participant deferral / active EE | $16,251 | $5,900+175.4% | $6,953+133.7% | $4,028+303.5% |
| Admin fee / account holder | $3,150 | $5,640-44.1% | $6,734-53.2% | $5,403-41.7% |