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 | $5,247 | $27,943-81.2% | $58,507-91.0% | $75,177-93.0% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 14.71% | 44.22%-29.5pp | 4252.32%-4237.6pp | 160.75%-146.0pp |
| Employer contribution / active EE | $155 | $670-76.9% | $1,053-85.3% | $2,671-94.2% |
| Participant deferral / active EE | $1,122 | $1,202-6.7% | $1,922-41.7% | $4,126-72.8% |
| Admin fee / account holder | $587 | $1,727-66.0% | $2,486-76.4% | $5,651-89.6% |