Filed September 18, 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 | $128,662 | $72,071+78.5% | $68,368+88.2% | $137,256-6.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.08% | 353.14%-341.1pp | 292.57%-280.5pp | 220.34%-208.3pp |
| Employer contribution / active EE | $11,071 | $2,788+297.1% | $2,649+317.9% | $4,156+166.4% |
| Participant deferral / active EE | $3,287 | $4,410-25.5% | $4,123-20.3% | $6,407-48.7% |
| Admin fee / account holder | $13,832 | $5,336+159.2% | $5,150+168.6% | $12,270+12.7% |