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 | $49,449 | $148,582-66.7% | $135,942-63.6% | $139,456-64.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -85.78% | 79.26%-165.0pp | 68.28%-154.1pp | 373.45%-459.2pp |
| Employer contribution / active EE | $36,723 | $5,245+600.2% | $4,858+656.0% | $4,753+672.7% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $8,884 | $12,402-28.4% | $10,764-17.5% | $11,407-22.1% |