Filed April 17, 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 | $109,058 | $56,134+94.3% | $96,161+13.4% | $85,856+27.0% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 10.70% | 42.30%-31.6pp | 192.01%-181.3pp | 318.58%-307.9pp |
| Employer contribution / active EE | $2,647 | $1,620+63.3% | $2,798-5.4% | $2,565+3.2% |
| Participant deferral / active EE | $3,972 | $2,858+39.0% | $4,349-8.7% | $3,952+0.5% |
| Admin fee / account holder | $824 | $3,769-78.1% | $5,538-85.1% | $6,261-86.8% |