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 | $82,678+67.2% | $125,391+10.2% | $68,490+101.8% |
| Participation rate | 91.1% | 75.1%+16.0pp | 82.4%+8.7pp | 67.9%+23.2pp |
| Annual return | -21.09% | -5.97%-15.1pp | 572.41%-593.5pp | -7.85%-13.2pp |
| Employer contribution / active EE | $3,972 | $3,382+17.4% | $4,816-17.5% | $2,597+53.0% |
| Participant deferral / active EE | $9,318 | $6,111+52.5% | $7,448+25.1% | $4,028+131.3% |
| Admin fee / account holder | $9,703 | $6,277+54.6% | $10,009-3.1% | $5,403+79.6% |