Filed September 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 | $214,345 | $102,393+109.3% | $147,041+45.8% | $80,911+164.9% |
| Participation rate | 84.1% | 75.9%+8.3pp | 82.2%+2.0pp | 67.6%+16.5pp |
| Annual return | 11.25% | 134.95%-123.7pp | 419.21%-408.0pp | 35.63%-24.4pp |
| Employer contribution / active EE | $1,391 | $3,715-62.6% | $4,935-71.8% | $2,756-49.5% |
| Participant deferral / active EE | $11,537 | $6,647+73.6% | $8,071+43.0% | $4,297+168.5% |
| Admin fee / account holder | $4,135 | $7,943-47.9% | $13,006-68.2% | $6,935-40.4% |