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 | $106,749+74.2% | $145,433+27.9% | $82,448+125.5% |
| Participation rate | 80.9% | 75.6%+5.2pp | 82.1%-1.2pp | 68.1%+12.8pp |
| Annual return | 13.95% | 27.59%-13.6pp | 66.58%-52.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $3,986 | $3,444+15.7% | $4,554-12.5% | $2,551+56.2% |
| Participant deferral / active EE | $10,857 | $6,519+66.6% | $7,897+37.5% | $4,139+162.3% |
| Admin fee / account holder | $24,199 | $8,390+188.4% | $13,129+84.3% | $7,234+234.5% |