Filed July 6, 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 | $57,701 | $82,678-30.2% | $125,391-54.0% | $68,490-15.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -21.41% | -5.97%-15.4pp | 572.41%-593.8pp | -7.85%-13.6pp |
| Employer contribution / active EE | $8,001 | $3,382+136.6% | $4,816+66.1% | $2,597+208.1% |
| Participant deferral / active EE | $11,598 | $6,111+89.8% | $7,448+55.7% | $4,028+188.0% |
| Admin fee / account holder | $5,960 | $6,277-5.1% | $10,009-40.5% | $5,403+10.3% |