Filed April 19, 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 | $131,105 | $201,344-34.9% | $184,243-28.8% | $145,877-10.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.07% | 29.01%-21.9pp | 28.82%-21.7pp | 551.28%-544.2pp |
| Employer contribution / active EE | $9,069 | $7,022+29.1% | $6,427+41.1% | $4,663+94.5% |
| Participant deferral / active EE | $18,802 | $9,807+91.7% | $9,132+105.9% | $6,691+181.0% |
| Admin fee / account holder | $7,835 | $16,382-52.2% | $13,914-43.7% | $13,402-41.5% |