Filed May 10, 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 | $217,485 | $56,894+282.3% | $84,753+156.6% | $62,881+245.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 3.58% | 6.30%-2.7pp | 22.78%-19.2pp | 20.14%-16.6pp |
| Employer contribution / active EE | $2,219 | $2,400-7.5% | $3,574-37.9% | $2,281-2.7% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,511 | $3,581+81.8% | $5,333+22.1% | $4,296+51.6% |