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 | $54,419 | $46,599+16.8% | $64,101-15.1% | $75,173-27.6% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 10.90% | 26.06%-15.2pp | 33.72%-22.8pp | 160.72%-149.8pp |
| Employer contribution / active EE | $4,333 | $1,975+119.4% | $2,749+57.6% | $2,671+62.2% |
| Participant deferral / active EE | $3,693 | $2,837+30.2% | $3,881-4.8% | $4,126-10.5% |
| Admin fee / account holder | $435 | $2,956-85.3% | $3,070-85.8% | $5,651-92.3% |