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 | $50,554+31.5% | $67,681-1.7% | $87,485-24.0% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 8.67% | 17.81%-9.1pp | 590.58%-581.9pp | 26.06%-17.4pp |
| Employer contribution / active EE | $5,454 | $1,988+174.3% | $2,678+103.6% | $2,596+110.1% |
| Participant deferral / active EE | $3,128 | $2,961+5.6% | $3,976-21.3% | $4,274-26.8% |
| Admin fee / account holder | $5,383 | $4,132+30.3% | $6,100-11.7% | $7,775-30.8% |