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 | $14,728 | $49,199-70.1% | $121,204-87.8% | $75,173-80.4% |
| Participation rate | 97.1% | 55.4%+41.7pp | 69.5%+27.6pp | 67.2%+29.9pp |
| Annual return | 11.46% | 56.04%-44.6pp | 987.18%-975.7pp | 160.72%-149.3pp |
| Employer contribution / active EE | $1,114 | $1,547-28.0% | $4,170-73.3% | $2,671-58.3% |
| Participant deferral / active EE | $1,554 | $2,630-40.9% | $4,083-61.9% | $4,126-62.4% |
| Admin fee / account holder | $4,517 | $3,946+14.5% | $5,651-20.1% | $5,651-20.1% |