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 | $81,716 | $171,867-52.5% | $149,721-45.4% | $147,586-44.6% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 6.41% | 2113.36%-2107.0pp | 1501.67%-1495.3pp | 578.59%-572.2pp |
| Employer contribution / active EE | $4,446 | $6,275-29.1% | $5,444-18.3% | $4,876-8.8% |
| Participant deferral / active EE | $3,703 | $7,270-49.1% | $6,568-43.6% | $5,439-31.9% |
| Admin fee / account holder | $941 | $13,799-93.2% | $11,282-91.7% | $10,886-91.4% |