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 | $6,114 | $29,733-79.4% | $56,025-89.1% | $80,959-92.4% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 7.24% | 35.28%-28.0pp | 1712.69%-1705.4pp | 35.67%-28.4pp |
| Employer contribution / active EE | $210 | $672-68.7% | $1,042-79.8% | $2,757-92.4% |
| Participant deferral / active EE | $1,289 | $1,229+4.8% | $1,955-34.1% | $4,300-70.0% |
| Admin fee / account holder | $393 | $2,434-83.9% | $2,828-86.1% | $6,925-94.3% |