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 | $29,228 | $45,050-35.1% | $63,018-53.6% | $70,126-58.3% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 9.05% | 18.76%-9.7pp | 87.62%-78.6pp | 73.15%-64.1pp |
| Employer contribution / active EE | $3,132 | $2,052+52.6% | $2,761+13.4% | $2,343+33.7% |
| Participant deferral / active EE | $3,829 | $2,466+55.3% | $3,330+15.0% | $3,332+14.9% |
| Admin fee / account holder | $3,877 | $2,834+36.8% | $3,601+7.7% | $4,645-16.5% |