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 | $89,117 | $197,637-54.9% | $177,848-49.9% | $158,982-43.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.02% | 58.77%-53.8pp | 48.33%-43.3pp | 302.99%-298.0pp |
| Employer contribution / active EE | $4,241 | $6,698-36.7% | $5,919-28.3% | $4,763-11.0% |
| Participant deferral / active EE | $3,073 | $8,405-63.4% | $7,714-60.2% | $5,983-48.6% |
| Admin fee / account holder | $2,236 | $15,406-85.5% | $12,431-82.0% | $11,252-80.1% |