Filed March 22, 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 | $98,607 | $162,821-39.4% | $133,978-26.4% | $158,982-38.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -2.67% | 41.95%-44.6pp | 45.10%-47.8pp | 302.99%-305.7pp |
| Employer contribution / active EE | $7,087 | $4,976+42.4% | $3,919+80.8% | $4,763+48.8% |
| Participant deferral / active EE | $4,108 | $5,910-30.5% | $5,047-18.6% | $5,983-31.3% |
| Admin fee / account holder | $55,632 | $11,742+373.8% | $8,930+523.0% | $11,252+394.4% |