Filed December 30, 2016
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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 | $87,979 | $94,529-6.9% | $140,019-37.2% | $64,173+37.1% |
| Participation rate | 96.7% | 84.1%+12.6pp | 87.5%+9.2pp | 69.6%+27.1pp |
| Annual return | -7.71% | 7.77%-15.5pp | 651.17%-658.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $8,044 | $3,812+111.0% | $5,605+43.5% | $2,381+237.9% |
| Participant deferral / active EE | $7,834 | $5,250+49.2% | $6,927+13.1% | $3,470+125.8% |
| Admin fee / account holder | $7,986 | $6,741+18.5% | $10,705-25.4% | $4,887+63.4% |