Filed January 25, 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 | $85,322 | $69,977+21.9% | $108,582-21.4% | $62,881+35.7% |
| Participation rate | 83.7% | 72.9%+10.8pp | 79.6%+4.2pp | 69.3%+14.4pp |
| Annual return | -3.16% | 10.73%-13.9pp | -51.70%+48.5pp | 20.14%-23.3pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,391 | $3,165+165.1% | $4,311+94.6% | $3,203+162.0% |
| Admin fee / account holder | $11,400 | $5,076+124.6% | $7,645+49.1% | $4,296+165.4% |