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 | $102,422+109.3% | $147,117+45.7% | $80,959+164.8% |
| Participation rate | 84.1% | 75.9%+8.3pp | 82.2%+1.9pp | 67.7%+16.5pp |
| Annual return | 11.25% | 135.16%-123.9pp | 420.54%-409.3pp | 35.67%-24.4pp |
| Employer contribution / active EE | $1,391 | $3,717-62.6% | $4,932-71.8% | $2,757-49.6% |
| Participant deferral / active EE | $11,537 | $6,652+73.4% | $8,065+43.1% | $4,300+168.3% |
| Admin fee / account holder | $4,135 | $7,953-48.0% | $12,993-68.2% | $6,925-40.3% |