Filed April 5, 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 | $63,744 | $153,769-58.5% | $133,975-52.4% | $273,972-76.7% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.1%+0.4pp | 83.0%+4.5pp |
| Annual return | 3.10% | 36.51%-33.4pp | 29.29%-26.2pp | 41.46%-38.4pp |
| Employer contribution / active EE | $3,995 | $6,029-33.7% | $5,211-23.3% | $4,869-18.0% |
| Participant deferral / active EE | $3,275 | $6,958-52.9% | $6,282-47.9% | $5,287-38.1% |
| Admin fee / account holder | $775 | $11,765-93.4% | $9,324-91.7% | $10,133-92.4% |