Filed July 28, 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 | $40,320 | $77,638-48.1% | $156,551-74.2% | $62,881-35.9% |
| Participation rate | 84.4% | 71.2%+13.2pp | 84.0%+0.4pp | 69.3%+15.1pp |
| Annual return | 3.83% | 50.33%-46.5pp | 32.23%-28.4pp | 20.14%-16.3pp |
| Employer contribution / active EE | $1,562 | $3,444-54.6% | $5,501-71.6% | $2,281-31.5% |
| Participant deferral / active EE | $2,948 | $3,046-3.2% | $4,871-39.5% | $3,203-8.0% |
| Admin fee / account holder | $3,770 | $5,561-32.2% | $13,028-71.1% | $4,296-12.2% |