Filed December 27, 2017
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,299 | $43,344-27.8% | $59,899-47.7% | $64,173-51.2% |
| Participation rate | 93.1% | 69.2%+23.9pp | 74.7%+18.4pp | 69.6%+23.5pp |
| Annual return | -6.91% | -1.55%-5.4pp | 3.46%-10.4pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,162 | $2,030-42.8% | $2,723-57.3% | $2,381-51.2% |
| Participant deferral / active EE | $2,737 | $2,547+7.4% | $3,402-19.6% | $3,470-21.1% |
| Admin fee / account holder | $552 | $3,008-81.7% | $3,592-84.6% | $4,887-88.7% |