Filed April 27, 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 | $185,942 | $106,524+74.6% | $152,301+22.1% | $87,485+112.5% |
| Participation rate | 80.9% | 75.8%+5.1pp | 82.4%-1.6pp | 68.9%+12.0pp |
| Annual return | 13.95% | 26.89%-12.9pp | 80.50%-66.6pp | 26.06%-12.1pp |
| Employer contribution / active EE | $3,986 | $3,371+18.2% | $4,624-13.8% | $2,596+53.5% |
| Participant deferral / active EE | $10,857 | $6,525+66.4% | $8,004+35.7% | $4,274+154.1% |
| Admin fee / account holder | $24,199 | $8,287+192.0% | $14,398+68.1% | $7,775+211.2% |