Filed November 17, 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 | $72,387 | $72,607-0.3% | $90,259-19.8% | $87,485-17.3% |
| Participation rate | 87.8% | 64.8%+23.0pp | 70.7%+17.1pp | 68.9%+18.9pp |
| Annual return | 11.67% | 18.59%-6.9pp | 18.88%-7.2pp | 26.06%-14.4pp |
| Employer contribution / active EE | $3,673 | $1,919+91.4% | $2,291+60.3% | $2,596+41.5% |
| Participant deferral / active EE | $6,488 | $3,055+112.4% | $3,827+69.6% | $4,274+51.8% |
| Admin fee / account holder | $8,210 | $5,947+38.1% | $7,267+13.0% | $7,775+5.6% |