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 | $73,997 | $89,370-17.2% | $141,197-47.6% | $72,976+1.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 1.81% | 111.88%-110.1pp | 71.41%-69.6pp | 81.02%-79.2pp |
| Employer contribution / active EE | $2,326 | $3,115-25.3% | $4,736-50.9% | $2,440-4.7% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,643 | $5,957-55.6% | $10,265-74.3% | $5,124-48.4% |