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 | $104,766 | $125,797-16.7% | $170,057-38.4% | $75,177+39.4% |
| Participation rate | 98.1% | 83.6%+14.5pp | 87.0%+11.1pp | 67.2%+30.9pp |
| Annual return | 13.19% | 27.20%-14.0pp | 53.42%-40.2pp | 160.75%-147.6pp |
| Employer contribution / active EE | $1,847 | $4,616-60.0% | $6,790-72.8% | $2,671-30.8% |
| Participant deferral / active EE | $4,786 | $6,838-30.0% | $10,411-54.0% | $4,126+16.0% |
| Admin fee / account holder | $1,129 | $8,177-86.2% | $12,826-91.2% | $5,651-80.0% |