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 | $233,539 | $106,749+118.8% | $145,433+60.6% | $82,448+183.3% |
| Participation rate | 83.6% | 75.6%+8.0pp | 82.1%+1.5pp | 68.1%+15.5pp |
| Annual return | 6.98% | 27.59%-20.6pp | 66.58%-59.6pp | 41.64%-34.7pp |
| Employer contribution / active EE | $1,596 | $3,444-53.7% | $4,554-65.0% | $2,551-37.5% |
| Participant deferral / active EE | $10,863 | $6,519+66.7% | $7,897+37.6% | $4,139+162.4% |
| Admin fee / account holder | $15,545 | $8,390+85.3% | $13,129+18.4% | $7,234+114.9% |