Filed July 19, 2018
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,121 | $82,674-3.1% | $125,381-36.1% | $68,486+17.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.10% | -5.97%-10.1pp | 572.31%-588.4pp | -7.85%-8.3pp |
| Employer contribution / active EE | $2,520 | $3,382-25.5% | $4,815-47.7% | $2,597-3.0% |
| Participant deferral / active EE | $8,618 | $6,111+41.0% | $7,448+15.7% | $4,028+114.0% |
| Admin fee / account holder | $13,388 | $6,277+113.3% | $10,007+33.8% | $5,404+147.8% |