Filed June 1, 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 | $120,036 | $94,529+27.0% | $140,019-14.3% | $64,173+87.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -8.46% | 7.77%-16.2pp | 651.17%-659.6pp | 7.63%-16.1pp |
| Employer contribution / active EE | $3,372 | $3,812-11.5% | $5,605-39.8% | $2,381+41.6% |
| Participant deferral / active EE | $9,106 | $5,250+73.4% | $6,927+31.5% | $3,470+162.4% |
| Admin fee / account holder | $1,135 | $6,741-83.2% | $10,705-89.4% | $4,887-76.8% |