Filed June 1, 2018
Total covered: 257 employees
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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 | $45,208 | $102,422-55.9% | $147,117-69.3% | $80,959-44.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 9.41% | 135.16%-125.8pp | 420.54%-411.1pp | 35.67%-26.3pp |
| Employer contribution / active EE | $884 | $3,717-76.2% | $4,932-82.1% | $2,757-68.0% |
| Participant deferral / active EE | $4,956 | $6,652-25.5% | $8,065-38.5% | $4,300+15.3% |
| Admin fee / account holder | $553 | $7,953-93.1% | $12,993-95.7% | $6,925-92.0% |