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 | $34,846 | $45,082-22.7% | $69,464-49.8% | $72,975-52.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 4.60% | 22.66%-18.1pp | 28.98%-24.4pp | 81.01%-76.4pp |
| Employer contribution / active EE | $3,322 | $2,055+61.6% | $2,779+19.5% | $2,440+36.1% |
| Participant deferral / active EE | $4,371 | $2,604+67.9% | $3,536+23.6% | $3,608+21.2% |
| Admin fee / account holder | $1,899 | $3,057-37.9% | $3,840-50.5% | $5,124-62.9% |