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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $464,230 | $81,476+469.8% | $102,383+353.4% | $80,925+473.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 7.56% | 25.59%-18.0pp | 24.94%-17.4pp | 35.65%-28.1pp |
| Employer contribution / active EE | $7,415 | $3,105+138.8% | $3,870+91.6% | $2,756+169.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,773 | $6,717-58.7% | $8,391-67.0% | $6,940-60.0% |