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 | $67,894+6.6% | $89,340-19.0% | $82,448-12.2% |
| Participation rate | 87.8% | 64.0%+23.8pp | 69.6%+18.2pp | 68.1%+19.7pp |
| Annual return | 11.67% | 19.21%-7.5pp | 20.57%-8.9pp | 41.64%-30.0pp |
| Employer contribution / active EE | $3,673 | $1,828+101.0% | $2,231+64.6% | $2,551+44.0% |
| Participant deferral / active EE | $6,488 | $3,072+111.2% | $3,823+69.7% | $4,139+56.8% |
| Admin fee / account holder | $8,210 | $5,723+43.5% | $6,704+22.5% | $7,234+13.5% |