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 | $36,162 | $201,372-82.0% | $184,260-80.4% | $145,884-75.2% |
| Participation rate | 93.3% | 87.5%+5.8pp | 86.8%+6.5pp | 80.3%+13.0pp |
| Annual return | 8.65% | 29.04%-20.4pp | 28.84%-20.2pp | 551.85%-543.2pp |
| Employer contribution / active EE | $1,876 | $7,024-73.3% | $6,427-70.8% | $4,662-59.8% |
| Participant deferral / active EE | $4,431 | $9,808-54.8% | $9,133-51.5% | $6,690-33.8% |
| Admin fee / account holder | $9,126 | $16,362-44.2% | $13,898-34.3% | $13,392-31.9% |