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 | $43,986 | $42,910+2.5% | $60,919-27.8% | $68,490-35.8% |
| Participation rate | 84.4% | 66.8%+17.6pp | 73.1%+11.3pp | 67.9%+16.5pp |
| Annual return | -13.19% | -13.99%+0.8pp | 16.96%-30.2pp | -7.85%-5.3pp |
| Employer contribution / active EE | $1,011 | $1,978-48.9% | $2,704-62.6% | $2,597-61.1% |
| Participant deferral / active EE | $2,846 | $2,866-0.7% | $3,814-25.4% | $4,028-29.3% |
| Admin fee / account holder | $1,708 | $3,104-45.0% | $3,228-47.1% | $5,403-68.4% |