Filed October 1, 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 | $96,430 | $196,972-51.0% | $182,262-47.1% | $198,609-51.4% |
| Participation rate | 92.3% | 85.7%+6.6pp | 84.2%+8.1pp | 82.4%+9.9pp |
| Annual return | -13.56% | 158.27%-171.8pp | 140.60%-154.2pp | 202.70%-216.3pp |
| Employer contribution / active EE | $28,692 | $5,364+435.0% | $5,046+468.6% | $5,055+467.6% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $5,504 | $18,429-70.1% | $16,712-67.1% | $19,030-71.1% |