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 | $92,937 | $102,385-9.2% | $147,080-36.8% | $80,935+14.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 4.08% | 135.09%-131.0pp | 420.17%-416.1pp | 35.66%-31.6pp |
| Employer contribution / active EE | $5,639 | $3,717+51.7% | $4,933+14.3% | $2,757+104.6% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,990 | $7,951-12.1% | $12,989-46.2% | $6,924+0.9% |