Filed May 10, 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 | $32,306 | $67,602-52.2% | $82,312-60.8% | $70,126-53.9% |
| Participation rate | 90.1% | 72.8%+17.3pp | 76.9%+13.2pp | 69.5%+20.6pp |
| Annual return | -8.01% | 21.57%-29.6pp | 25.88%-33.9pp | 73.15%-81.2pp |
| Employer contribution / active EE | $4,033 | $1,755+129.8% | $2,428+66.1% | $2,343+72.2% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,751 | $4,512-39.0% | $5,608-50.9% | $4,645-40.8% |