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 | $94,663 | $93,617+1.1% | $135,982-30.4% | $75,177+25.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 2.42% | 30.89%-28.5pp | 68.32%-65.9pp | 160.75%-158.3pp |
| Employer contribution / active EE | $10,775 | $3,538+204.5% | $4,859+121.7% | $2,671+303.4% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,721 | $6,980-18.0% | $10,767-46.9% | $5,651+1.2% |