Filed September 12, 2018
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,680 | $112,136-70.0% | $95,968-64.9% | $158,988-78.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.59% | 171.21%-155.6pp | 91.65%-76.1pp | 303.00%-287.4pp |
| Employer contribution / active EE | $1,578 | $3,199-50.7% | $2,542-37.9% | $4,763-66.9% |
| Participant deferral / active EE | $2,197 | $4,784-54.1% | $4,167-47.3% | $5,983-63.3% |
| Admin fee / account holder | $6,390 | $10,137-37.0% | $6,798-6.0% | $11,252-43.2% |