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 | $77,358+169.6% | $102,184+104.1% | $87,485+138.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 82.6%+17.4pp | 68.9%+31.1pp |
| Annual return | 6.70% | 41.11%-34.4pp | 31.58%-24.9pp | 26.06%-19.4pp |
| Employer contribution / active EE | $1,203 | $2,562-53.1% | $3,594-66.5% | $2,596-53.7% |
| Participant deferral / active EE | $0 | $6,753-100.0% | $8,309-100.0% | $4,274-100.0% |
| Admin fee / account holder | $826 | $6,809-87.9% | $11,609-92.9% | $7,775-89.4% |