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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,634 | $42,909+18.0% | $60,906-16.9% | $68,486-26.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -10.92% | -13.99%+3.1pp | 16.94%-27.9pp | -7.85%-3.1pp |
| Employer contribution / active EE | $4,963 | $1,979+150.8% | $2,703+83.6% | $2,597+91.1% |
| Participant deferral / active EE | $4,449 | $2,866+55.2% | $3,814+16.7% | $4,028+10.5% |
| Admin fee / account holder | $456 | $3,104-85.3% | $3,227-85.9% | $5,404-91.6% |