Filed February 2, 2018
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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 | $30,419 | $72,404-58.0% | $110,241-72.4% | $64,181-52.6% |
| Participation rate | 76.7% | 73.3%+3.4pp | 79.8%-3.1pp | 69.6%+7.2pp |
| Annual return | -5.65% | -6.29%+0.6pp | 314.75%-320.4pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,964 | $2,282-13.9% | $3,827-48.7% | $2,381-17.5% |
| Participant deferral / active EE | $4,106 | $3,469+18.4% | $4,672-12.1% | $3,470+18.4% |
| Admin fee / account holder | $1,946 | $5,664-65.7% | $8,548-77.2% | $4,887-60.2% |