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 | $6,617 | $28,624-76.9% | $53,647-87.7% | $82,637-92.0% |
| Participation rate | 100.0% | 47.3%+52.7pp | 56.3%+43.7pp | 68.1%+31.9pp |
| Annual return | 13.93% | 664.98%-651.1pp | 358.33%-344.4pp | 53.51%-39.6pp |
| Employer contribution / active EE | $169 | $637-73.5% | $962-82.5% | $2,552-93.4% |
| Participant deferral / active EE | $1,390 | $1,196+16.2% | $1,813-23.3% | $4,126-66.3% |
| Admin fee / account holder | $1,862 | $2,022-7.9% | $2,460-24.3% | $7,339-74.6% |