Filed May 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 | $84,396 | $90,607-6.9% | $79,467+6.2% | $135,380-37.7% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -11.39% | 977.74%-989.1pp | 718.30%-729.7pp | 519.81%-531.2pp |
| Employer contribution / active EE | $6,692 | $3,068+118.1% | $2,800+139.0% | $4,779+40.0% |
| Participant deferral / active EE | $7,661 | $4,050+89.1% | $3,704+106.8% | $5,609+36.6% |
| Admin fee / account holder | $807 | $5,895-86.3% | $5,104-84.2% | $10,828-92.5% |