Filed May 4, 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 | $55,108 | $46,697+18.0% | $117,533-53.1% | $68,486-19.5% |
| Participation rate | 86.7% | 56.8%+29.9pp | 70.6%+16.1pp | 67.9%+18.8pp |
| Annual return | -23.09% | -14.52%-8.6pp | 29.77%-52.9pp | -7.85%-15.2pp |
| Employer contribution / active EE | $3,441 | $1,506+128.6% | $4,179-17.7% | $2,597+32.5% |
| Participant deferral / active EE | $6,045 | $2,637+129.2% | $4,072+48.4% | $4,028+50.1% |
| Admin fee / account holder | $420 | $4,023-89.5% | $5,647-92.6% | $5,404-92.2% |