Filed December 1, 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 | $80,314 | $81,331-1.3% | $155,534-48.4% | $80,935-0.8% |
| Participation rate | 76.9% | 66.3%+10.7pp | 78.2%-1.3pp | 67.7%+9.3pp |
| Annual return | 9.89% | 33.37%-23.5pp | 64.92%-55.0pp | 35.66%-25.8pp |
| Employer contribution / active EE | $1,947 | $3,105-37.3% | $4,675-58.3% | $2,757-29.4% |
| Participant deferral / active EE | $3,294 | $3,454-4.6% | $5,630-41.5% | $4,299-23.4% |
| Admin fee / account holder | $7,703 | $7,999-3.7% | $15,900-51.6% | $6,924+11.2% |