Filed May 10, 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 | $84,549 | $145,431-41.9% | $211,142-60.0% | $87,485-3.4% |
| Participation rate | 98.2% | 84.7%+13.5pp | 87.3%+11.0pp | 68.9%+29.3pp |
| Annual return | 12.09% | 27.21%-15.1pp | 46.84%-34.7pp | 26.06%-14.0pp |
| Employer contribution / active EE | $1,704 | $4,662-63.4% | $6,442-73.5% | $2,596-34.4% |
| Participant deferral / active EE | $4,980 | $6,859-27.4% | $9,284-46.4% | $4,274+16.5% |
| Admin fee / account holder | $26,787 | $17,052+57.1% | $19,076+40.4% | $7,775+244.5% |