Filed March 26, 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 | $61,731 | $138,385-55.4% | $184,200-66.5% | $80,874-23.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 1.76% | 20.02%-18.3pp | 28.80%-27.0pp | 35.62%-33.9pp |
| Employer contribution / active EE | $4,364 | $4,849-10.0% | $6,424-32.1% | $2,756+58.4% |
| Participant deferral / active EE | $0 | $7,073-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $8,486 | $10,483-19.1% | $13,907-39.0% | $6,935+22.4% |