Filed July 12, 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 | $140,976 | $138,385+1.9% | $184,243-23.5% | $80,925+74.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 6.48% | 20.02%-13.5pp | 28.82%-22.3pp | 35.65%-29.2pp |
| Employer contribution / active EE | $4,111 | $4,851-15.3% | $6,427-36.0% | $2,756+49.1% |
| Participant deferral / active EE | $7,207 | $7,075+1.9% | $9,132-21.1% | $4,299+67.7% |
| Admin fee / account holder | $1,212 | $10,489-88.4% | $13,914-91.3% | $6,940-82.5% |