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 | $148,629-66.7% | $135,982-63.6% | $139,487-64.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -85.78% | 79.33%-165.1pp | 68.32%-154.1pp | 373.84%-459.6pp |
| Employer contribution / active EE | $36,723 | $5,247+600.0% | $4,859+655.8% | $4,755+672.4% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $8,884 | $12,406-28.4% | $10,767-17.5% | $11,407-22.1% |