Filed October 4, 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 | $34,041 | $92,684-63.3% | $82,706-58.8% | $134,509-74.7% |
| Participation rate | 88.2% | 75.2%+13.0pp | 72.6%+15.7pp | 81.2%+7.0pp |
| Annual return | -21.14% | 945.84%-967.0pp | 701.76%-722.9pp | 418.13%-439.3pp |
| Employer contribution / active EE | $1,319 | $3,272-59.7% | $3,007-56.2% | $4,741-72.2% |
| Participant deferral / active EE | $2,141 | $4,800-55.4% | $4,394-51.3% | $6,400-66.6% |
| Admin fee / account holder | $7,567 | $5,982+26.5% | $5,329+42.0% | $11,427-33.8% |