Filed August 16, 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 | $11,814 | $49,177-76.0% | $79,467-85.1% | $64,173-81.6% |
| Participation rate | 70.0% | 65.0%+5.0pp | 73.3%-3.3pp | 69.6%+0.4pp |
| Annual return | -12.33% | -1.16%-11.2pp | 718.30%-730.6pp | 7.63%-20.0pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,086 | $2,821-26.1% | $3,704-43.7% | $3,470-39.9% |
| Admin fee / account holder | $3,550 | $3,839-7.5% | $5,104-30.4% | $4,887-27.4% |