Filed April 12, 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 | $16,506 | $53,546-69.2% | $69,890-76.4% | $68,490-75.9% |
| Participation rate | 94.0% | 64.5%+29.4pp | 70.5%+23.5pp | 67.9%+26.1pp |
| Annual return | -116.74% | -13.87%-102.9pp | 190.84%-307.6pp | -7.85%-108.9pp |
| Employer contribution / active EE | $19,269 | $2,019+854.4% | $2,560+652.6% | $2,597+642.1% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,848-100.0% | $4,028-100.0% |
| Admin fee / account holder | $10,851 | $4,693+131.2% | $6,267+73.1% | $5,403+100.8% |