Filed November 2, 2017
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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 | $162,857 | $80,812+101.5% | $160,784+1.3% | $82,448+97.5% |
| Participation rate | 93.9% | 66.2%+27.7pp | 77.0%+16.9pp | 68.1%+25.8pp |
| Annual return | 12.56% | 100.59%-88.0pp | 1803.92%-1791.4pp | 41.64%-29.1pp |
| Employer contribution / active EE | $2,474 | $2,174+13.8% | $3,733-33.7% | $2,551-3.0% |
| Participant deferral / active EE | $7,391 | $4,335+70.5% | $6,293+17.4% | $4,139+78.6% |
| Admin fee / account holder | $21,763 | $7,695+182.8% | $9,717+124.0% | $7,234+200.8% |