Filed July 13, 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 | $76,680 | $54,757+40.0% | $90,304-15.1% | $72,975+5.1% |
| Participation rate | 81.8% | 65.2%+16.7pp | 73.3%+8.5pp | 69.5%+12.3pp |
| Annual return | 11.07% | 30.63%-19.6pp | 78.13%-67.1pp | 81.01%-69.9pp |
| Employer contribution / active EE | $1,364 | $2,093-34.8% | $2,855-52.2% | $2,440-44.1% |
| Participant deferral / active EE | $3,600 | $2,887+24.7% | $3,885-7.3% | $3,608-0.2% |
| Admin fee / account holder | $2,184 | $3,973-45.0% | $5,354-59.2% | $5,124-57.4% |