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 | $61,125+57.8% | $94,057+2.5% | $87,485+10.3% |
| Participation rate | 84.5% | 64.1%+20.4pp | 73.3%+11.2pp | 68.9%+15.6pp |
| Annual return | 12.34% | 35.20%-22.9pp | 480.62%-468.3pp | 26.06%-13.7pp |
| Employer contribution / active EE | $4,188 | $2,136+96.0% | $2,933+42.8% | $2,596+61.3% |
| Participant deferral / active EE | $8,596 | $3,260+163.7% | $4,709+82.5% | $4,274+101.1% |
| Admin fee / account holder | $1,618 | $5,629-71.3% | $7,244-77.7% | $7,775-79.2% |