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 | $6,934 | $29,733-76.7% | $56,025-87.6% | $80,959-91.4% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 8.62% | 35.28%-26.7pp | 1712.69%-1704.1pp | 35.67%-27.1pp |
| Employer contribution / active EE | $216 | $672-67.9% | $1,042-79.3% | $2,757-92.2% |
| Participant deferral / active EE | $1,878 | $1,229+52.7% | $1,955-3.9% | $4,300-56.3% |
| Admin fee / account holder | $1,192 | $2,434-51.0% | $2,828-57.9% | $6,925-82.8% |