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 | $101,006 | $160,040-36.9% | $147,096-31.3% | $145,877-30.8% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | -31.59% | 98.49%-130.1pp | 419.75%-451.3pp | 551.28%-582.9pp |
| Employer contribution / active EE | $29,251 | $5,289+453.0% | $4,936+492.6% | $4,663+527.3% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $5,758 | $15,050-61.7% | $13,005-55.7% | $13,402-57.0% |