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 | $177,989 | $77,472+129.7% | $100,392+77.3% | $80,935+119.9% |
| Participation rate | 97.1% | 76.9%+20.2pp | 81.5%+15.6pp | 67.7%+29.4pp |
| Annual return | 11.29% | 37.26%-26.0pp | 49.45%-38.2pp | 35.66%-24.4pp |
| Employer contribution / active EE | $17,711 | $2,800+532.5% | $3,941+349.4% | $2,757+542.5% |
| Participant deferral / active EE | $18,090 | $6,818+165.3% | $8,090+123.6% | $4,299+320.7% |
| Admin fee / account holder | $12,013 | $5,885+104.1% | $7,904+52.0% | $6,924+73.5% |