Filed May 10, 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 | $66,503 | $55,457+19.9% | $77,361-14.0% | $94,015-29.3% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 8.67% | 15.57%-6.9pp | 1011.54%-1002.9pp | 17.84%-9.2pp |
| Employer contribution / active EE | $5,454 | $2,255+141.9% | $2,990+82.4% | $2,790+95.5% |
| Participant deferral / active EE | $3,128 | $3,069+1.9% | $3,911-20.0% | $4,249-26.4% |
| Admin fee / account holder | $5,383 | $4,334+24.2% | $5,894-8.7% | $8,951-39.9% |