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 | $169,005 | $81,870+106.4% | $119,634+41.3% | $68,490+146.8% |
| Participation rate | 98.0% | 71.9%+26.1pp | 79.3%+18.8pp | 67.9%+30.1pp |
| Annual return | -18.91% | -23.82%+4.9pp | -14.98%-3.9pp | -7.85%-11.1pp |
| Employer contribution / active EE | $13,011 | $2,692+383.4% | $4,232+207.4% | $2,597+401.1% |
| Participant deferral / active EE | $14,715 | $4,148+254.7% | $5,601+162.7% | $4,028+265.3% |
| Admin fee / account holder | $10,223 | $6,583+55.3% | $10,329-1.0% | $5,403+89.2% |