Filed February 7, 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 | $138,204 | $82,674+67.2% | $125,358+10.2% | $68,498+101.8% |
| Participation rate | 91.1% | 75.0%+16.0pp | 82.4%+8.7pp | 67.9%+23.2pp |
| Annual return | -21.09% | -5.97%-15.1pp | 572.03%-593.1pp | -7.84%-13.3pp |
| Employer contribution / active EE | $3,972 | $3,381+17.5% | $4,814-17.5% | $2,596+53.0% |
| Participant deferral / active EE | $9,318 | $6,111+52.5% | $7,447+25.1% | $4,027+131.4% |
| Admin fee / account holder | $9,703 | $6,276+54.6% | $10,007-3.0% | $5,403+79.6% |