Filed June 16, 2017
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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 | $124,801 | $56,197+122.1% | $67,652+84.5% | $59,633+109.3% |
| Participation rate | 97.6% | 71.5%+26.1pp | 75.7%+21.9pp | 68.7%+28.9pp |
| Annual return | -2.80% | 18508.10%-18510.9pp | 6625.40%-6628.2pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $1,739 | $1,615+7.7% | $2,266-23.3% | $2,203-21.1% |
| Participant deferral / active EE | $3,492 | $2,844+22.8% | $3,560-1.9% | $3,192+9.4% |
| Admin fee / account holder | $10,327 | $3,958+160.9% | $4,821+114.2% | $4,297+140.3% |