Filed April 3, 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 | $54,060 | $209,888-74.2% | $189,545-71.5% | $167,553-67.7% |
| Participation rate | 84.6% | 88.7%-4.0pp | 87.8%-3.2pp | 82.1%+2.5pp |
| Annual return | 9.10% | 748.66%-739.6pp | 555.36%-546.3pp | 478.89%-469.8pp |
| Employer contribution / active EE | $1,710 | $6,915-75.3% | $6,162-72.2% | $4,840-64.7% |
| Participant deferral / active EE | $4,585 | $8,934-48.7% | $8,220-44.2% | $6,343-27.7% |
| Admin fee / account holder | $13,289 | $14,300-7.1% | $12,049+10.3% | $12,316+7.9% |