Filed April 4, 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 | $96,455 | $51,638+86.8% | $68,368+41.1% | $82,448+17.0% |
| Participation rate | 84.5% | 63.6%+20.9pp | 73.8%+10.8pp | 68.1%+16.4pp |
| Annual return | 12.34% | 37.53%-25.2pp | 292.57%-280.2pp | 41.64%-29.3pp |
| Employer contribution / active EE | $4,188 | $2,047+104.6% | $2,649+58.1% | $2,551+64.2% |
| Participant deferral / active EE | $8,596 | $2,914+195.0% | $4,123+108.5% | $4,139+107.7% |
| Admin fee / account holder | $1,618 | $4,643-65.2% | $5,150-68.6% | $7,234-77.6% |