Filed October 22, 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 | $100,974 | $43,504+132.1% | $68,612+47.2% | $56,289+79.4% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.2%+27.8pp | 69.9%+30.1pp |
| Annual return | -8.17% | -3.15%-5.0pp | -4.63%-3.5pp | -9.96%+1.8pp |
| Employer contribution / active EE | $5,053 | $1,525+231.3% | $2,625+92.5% | $2,111+139.3% |
| Participant deferral / active EE | $5,395 | $2,509+115.0% | $3,311+62.9% | $3,350+61.1% |
| Admin fee / account holder | $3,043 | $515+490.8% | $5,131-40.7% | $521+484.0% |