Filed June 21, 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 | $33,566 | $107,353-68.7% | $92,903-63.9% | $152,885-78.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | -0.06% | 145.62%-145.7pp | 109.43%-109.5pp | 345.39%-345.5pp |
| Employer contribution / active EE | $8,298 | $4,222+96.5% | $3,653+127.1% | $4,763+74.2% |
| Participant deferral / active EE | $1,405 | $4,848-71.0% | $4,238-66.9% | $5,851-76.0% |
| Admin fee / account holder | $14,918 | $7,081+110.7% | $5,795+157.4% | $11,598+28.6% |