Filed July 23, 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 | $208,532 | $71,353+192.3% | $92,805+124.7% | $86,983+139.7% |
| Participation rate | 100.0% | 80.9%+19.1pp | 83.5%+16.5pp | 69.5%+30.5pp |
| Annual return | 6.70% | 44.68%-38.0pp | 31.59%-24.9pp | 25.83%-19.1pp |
| Employer contribution / active EE | $1,203 | $2,468-51.3% | $3,424-64.9% | $2,584-53.5% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $8,448-100.0% | $4,194-100.0% |
| Admin fee / account holder | $826 | $6,099-86.5% | $10,911-92.4% | $7,856-89.5% |