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 | $21,830 | $36,948-40.9% | $73,658-70.4% | $87,485-75.0% |
| Participation rate | 100.0% | 46.8%+53.2pp | 57.0%+43.0pp | 68.9%+31.1pp |
| Annual return | 12.78% | 28.64%-15.9pp | 29.72%-16.9pp | 26.06%-13.3pp |
| Employer contribution / active EE | $317 | $670-52.6% | $1,032-69.3% | $2,596-87.8% |
| Participant deferral / active EE | $2,554 | $1,379+85.2% | $2,062+23.9% | $4,274-40.2% |
| Admin fee / account holder | $513 | $2,531-79.7% | $3,357-84.7% | $7,775-93.4% |