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 | $100,187 | $138,393-27.6% | $184,256-45.6% | $80,959+23.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 10.63% | 20.01%-9.4pp | 28.85%-18.2pp | 35.67%-25.0pp |
| Employer contribution / active EE | $1,962 | $4,847-59.5% | $6,427-69.5% | $2,757-28.9% |
| Participant deferral / active EE | $4,655 | $7,076-34.2% | $9,133-49.0% | $4,300+8.2% |
| Admin fee / account holder | $19,243 | $10,489+83.5% | $13,899+38.4% | $6,925+177.9% |