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 | $204,568 | $91,536+123.5% | $130,062+57.3% | $75,177+172.1% |
| Participation rate | 90.6% | 71.5%+19.1pp | 78.5%+12.1pp | 67.2%+23.4pp |
| Annual return | 12.83% | -631.62%+644.4pp | -137.37%+150.2pp | 160.75%-147.9pp |
| Employer contribution / active EE | $14,157 | $2,845+397.6% | $4,322+227.5% | $2,671+430.0% |
| Participant deferral / active EE | $14,336 | $4,343+230.1% | $5,821+146.3% | $4,126+247.4% |
| Admin fee / account holder | $12,567 | $6,780+85.4% | $10,601+18.5% | $5,651+122.4% |