Filed November 2, 2018
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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 | $61,432 | $58,726+4.6% | $92,240-33.4% | $62,293-1.4% |
| Participation rate | 74.0% | 68.3%+5.7pp | 76.5%-2.5pp | 69.5%+4.5pp |
| Annual return | 7.50% | 43.62%-36.1pp | 176.29%-168.8pp | 28.90%-21.4pp |
| Employer contribution / active EE | $9,498 | $2,392+297.1% | $3,680+158.1% | $2,042+365.1% |
| Participant deferral / active EE | $1,463 | $2,766-47.1% | $3,897-62.5% | $3,169-53.8% |
| Admin fee / account holder | $5,324 | $556+856.8% | $5,194+2.5% | $479+1010.7% |