Filed July 12, 2018
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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 | $107,456 | $71,873+49.5% | $86,698+23.9% | $68,490+56.9% |
| Participation rate | 82.6% | 72.2%+10.4pp | 76.6%+6.0pp | 67.9%+14.7pp |
| Annual return | -20.33% | 3.54%-23.9pp | 35.96%-56.3pp | -7.85%-12.5pp |
| Employer contribution / active EE | $1,358 | $2,173-37.5% | $2,837-52.1% | $2,597-47.7% |
| Participant deferral / active EE | $3,873 | $3,779+2.5% | $4,656-16.8% | $4,028-3.8% |
| Admin fee / account holder | $2,380 | $6,110-61.0% | $7,492-68.2% | $5,403-55.9% |