Filed March 26, 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 | $86,474 | $95,404-9.4% | $113,397-23.7% | $82,637+4.6% |
| Participation rate | 88.2% | 72.8%+15.4pp | 76.5%+11.7pp | 68.1%+20.2pp |
| Annual return | 8.67% | 19.08%-10.4pp | 23.20%-14.5pp | 53.51%-44.8pp |
| Employer contribution / active EE | $5,147 | $2,307+123.1% | $2,977+72.9% | $2,552+101.7% |
| Participant deferral / active EE | $5,557 | $4,220+31.7% | $5,076+9.5% | $4,126+34.7% |
| Admin fee / account holder | $18,693 | $9,168+103.9% | $11,957+56.3% | $7,339+154.7% |