Filed February 28, 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 | $23,179 | $77,817-70.2% | $123,553-81.2% | $64,173-63.9% |
| Participation rate | 83.8% | 74.7%+9.1pp | 82.3%+1.5pp | 69.6%+14.2pp |
| Annual return | -59.61% | 12.49%-72.1pp | 119.21%-178.8pp | 7.63%-67.2pp |
| Employer contribution / active EE | $8,182 | $3,014+171.5% | $4,628+76.8% | $2,381+243.7% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,085 | $5,519-26.0% | $9,284-56.0% | $4,887-16.4% |