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 | $51,638+224.0% | $68,368+144.7% | $82,448+102.9% |
| Participation rate | 82.0% | 63.6%+18.4pp | 73.8%+8.2pp | 68.1%+13.9pp |
| Annual return | 13.26% | 37.53%-24.3pp | 292.57%-279.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $4,239 | $2,047+107.2% | $2,649+60.0% | $2,551+66.2% |
| Participant deferral / active EE | $6,187 | $2,914+112.4% | $4,123+50.1% | $4,139+49.5% |
| Admin fee / account holder | $8,327 | $4,643+79.3% | $5,150+61.7% | $7,234+15.1% |