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 | $28,090 | $106,524-73.6% | $152,301-81.6% | $87,485-67.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 6.16% | 26.89%-20.7pp | 80.50%-74.3pp | 26.06%-19.9pp |
| Employer contribution / active EE | $5,263 | $3,371+56.1% | $4,624+13.8% | $2,596+102.7% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,616 | $8,287-80.5% | $14,398-88.8% | $7,775-79.2% |