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 | $106,406 | $105,200+1.1% | $159,474-33.3% | $85,847+23.9% |
| Participation rate | 77.8% | 75.8%+2.0pp | 82.8%-5.1pp | 69.3%+8.5pp |
| Annual return | -24.97% | 45.08%-70.1pp | 263.68%-288.7pp | 318.61%-343.6pp |
| Employer contribution / active EE | $14,603 | $3,319+340.0% | $4,831+202.3% | $2,565+469.2% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6,261 | $6,934-9.7% | $10,802-42.0% | $6,2610% |