Filed November 8, 2017
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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 | $18,216 | $56,431-67.7% | $130,788-86.1% | $87,485-79.2% |
| Participation rate | 100.0% | 58.9%+41.1pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 11.82% | 91.27%-79.4pp | 386.44%-374.6pp | 26.06%-14.2pp |
| Employer contribution / active EE | $1,091 | $1,549-29.5% | $3,558-69.3% | $2,596-58.0% |
| Participant deferral / active EE | $1,371 | $2,749-50.1% | $4,137-66.9% | $4,274-67.9% |
| Admin fee / account holder | $1,605 | $4,433-63.8% | $6,673-75.9% | $7,775-79.4% |