Filed August 29, 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 | $210,999 | $100,041+110.9% | $149,718+40.9% | $70,131+200.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 10.71% | 27.43%-16.7pp | 1501.67%-1491.0pp | 73.14%-62.4pp |
| Employer contribution / active EE | $4,345 | $3,662+18.7% | $5,445-20.2% | $2,342+85.5% |
| Participant deferral / active EE | $6,993 | $4,983+40.3% | $6,569+6.5% | $3,332+109.9% |
| Admin fee / account holder | $23,604 | $8,286+184.9% | $11,283+109.2% | $4,645+408.1% |