Filed December 21, 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 | $138,404 | $71,877+92.6% | $86,717+59.6% | $68,494+102.1% |
| Participation rate | 93.1% | 72.2%+20.9pp | 76.6%+16.5pp | 67.9%+25.2pp |
| Annual return | -18.86% | 3.54%-22.4pp | 35.97%-54.8pp | -7.86%-11.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $19,890 | $3,779+426.3% | $4,657+327.1% | $4,028+393.8% |
| Admin fee / account holder | $39,894 | $6,111+552.8% | $7,494+432.4% | $5,403+638.3% |