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 | $69,999 | $142,392-50.8% | $119,622-41.5% | $134,532-48.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.31% | -12.46%-7.8pp | -14.98%-5.3pp | 418.27%-438.6pp |
| Employer contribution / active EE | $4,987 | $5,224-4.5% | $4,232+17.8% | $4,741+5.2% |
| Participant deferral / active EE | $3,847 | $6,467-40.5% | $5,601-31.3% | $6,401-39.9% |
| Admin fee / account holder | $23,209 | $13,593+70.7% | $10,328+124.7% | $11,429+103.1% |