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 | $96,842 | $184,000-47.4% | $162,185-40.3% | $152,909-36.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 6.64% | 150.80%-144.2pp | 115.61%-109.0pp | 345.46%-338.8pp |
| Employer contribution / active EE | $4,861 | $6,370-23.7% | $5,613-13.4% | $4,764+2.0% |
| Participant deferral / active EE | $4,397 | $8,033-45.3% | $7,297-39.7% | $5,851-24.9% |
| Admin fee / account holder | $2,411 | $13,124-81.6% | $10,844-77.8% | $11,601-79.2% |