Filed December 22, 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 | $73,093 | $86,949-15.9% | $102,460-28.7% | $80,959-9.7% |
| Participation rate | 82.8% | 72.4%+10.4pp | 76.5%+6.2pp | 67.7%+15.1pp |
| Annual return | 9.53% | 18.89%-9.4pp | 29.47%-19.9pp | 35.67%-26.1pp |
| Employer contribution / active EE | $2,780 | $2,370+17.3% | $3,025-8.1% | $2,757+0.8% |
| Participant deferral / active EE | $6,064 | $4,121+47.1% | $5,056+19.9% | $4,300+41.0% |
| Admin fee / account holder | $68,093 | $8,048+746.1% | $9,460+619.8% | $6,925+883.2% |