Filed October 16, 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 | $57,465 | $76,551-24.9% | $123,894-53.6% | $62,881-8.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | -1.93% | 18.68%-20.6pp | 47.52%-49.4pp | 20.14%-22.1pp |
| Employer contribution / active EE | $1,974 | $2,882-31.5% | $4,617-57.2% | $2,281-13.5% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,885 | $4,826-60.9% | $8,357-77.4% | $4,296-56.1% |