Filed December 5, 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 | $190,738 | $81,476+134.1% | $102,383+86.3% | $80,925+135.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 8.48% | 25.59%-17.1pp | 24.94%-16.5pp | 35.65%-27.2pp |
| Employer contribution / active EE | $5,763 | $3,105+85.6% | $3,870+48.9% | $2,756+109.1% |
| Participant deferral / active EE | $4,175 | $3,871+7.9% | $5,060-17.5% | $4,299-2.9% |
| Admin fee / account holder | $30,479 | $6,717+353.7% | $8,391+263.2% | $6,940+339.2% |