Filed October 31, 2017
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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 | $6,400 | $29,733-78.5% | $56,025-88.6% | $80,959-92.1% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 7.14% | 35.28%-28.1pp | 1712.69%-1705.5pp | 35.67%-28.5pp |
| Employer contribution / active EE | $166 | $672-75.3% | $1,042-84.1% | $2,757-94.0% |
| Participant deferral / active EE | $1,350 | $1,229+9.8% | $1,955-30.9% | $4,300-68.6% |
| Admin fee / account holder | $809 | $2,434-66.8% | $2,828-71.4% | $6,925-88.3% |