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 | $19,437 | $77,908-75.1% | $149,696-87.0% | $75,173-74.1% |
| Participation rate | 85.0% | 65.6%+19.4pp | 78.8%+6.2pp | 67.2%+17.8pp |
| Annual return | 12.17% | 31.73%-19.6pp | 134.46%-122.3pp | 160.72%-148.5pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,271 | $3,411-33.4% | $5,682-60.0% | $4,126-45.0% |
| Admin fee / account holder | $1,470 | $5,950-75.3% | $13,212-88.9% | $5,651-74.0% |