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 | $81,446+134.2% | $103,374+84.5% | $80,874+135.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 8.48% | 25.57%-17.1pp | 24.89%-16.4pp | 35.62%-27.1pp |
| Employer contribution / active EE | $5,763 | $3,107+85.5% | $3,869+48.9% | $2,756+109.1% |
| Participant deferral / active EE | $4,175 | $3,870+7.9% | $5,058-17.4% | $4,297-2.8% |
| Admin fee / account holder | $30,479 | $6,715+353.9% | $8,394+263.1% | $6,935+339.5% |