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 | $101,328 | $78,423+29.2% | $95,964+5.6% | $79,856+26.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | -6.18% | 19.37%-25.6pp | 91.64%-97.8pp | 31.71%-37.9pp |
| Employer contribution / active EE | $7,395 | $1,945+280.1% | $2,541+191.0% | $2,471+199.2% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,384 | $5,622-39.8% | $6,797-50.2% | $5,306-36.2% |