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 | $53,063-65.7% | $124,206-85.3% | $82,637-78.0% |
| Participation rate | 100.0% | 58.4%+41.6pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 11.82% | 68.87%-57.1pp | 515.27%-503.4pp | 53.51%-41.7pp |
| Employer contribution / active EE | $1,091 | $1,530-28.7% | $3,540-69.2% | $2,552-57.2% |
| Participant deferral / active EE | $1,371 | $2,644-48.2% | $3,968-65.5% | $4,126-66.8% |
| Admin fee / account holder | $1,605 | $4,281-62.5% | $5,929-72.9% | $7,339-78.1% |