Filed October 23, 2017
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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 | $167,294 | $49,976+234.7% | $66,674+150.9% | $82,637+102.4% |
| Participation rate | 82.0% | 63.1%+18.9pp | 73.7%+8.3pp | 68.1%+13.9pp |
| Annual return | 13.26% | 39.09%-25.8pp | 321.24%-308.0pp | 53.51%-40.2pp |
| Employer contribution / active EE | $4,239 | $1,988+113.2% | $2,620+61.8% | $2,552+66.1% |
| Participant deferral / active EE | $6,187 | $2,847+117.4% | $4,084+51.5% | $4,126+50.0% |
| Admin fee / account holder | $8,327 | $4,594+81.3% | $5,098+63.3% | $7,339+13.5% |