Filed December 9, 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 | $56,344 | $61,816-8.9% | $97,260-42.1% | $80,935-30.4% |
| Participation rate | 94.7% | 63.5%+31.2pp | 72.7%+22.0pp | 67.7%+27.0pp |
| Annual return | 10.34% | -558.73%+569.1pp | 75.54%-65.2pp | 35.66%-25.3pp |
| Employer contribution / active EE | $423 | $1,836-77.0% | $2,721-84.5% | $2,757-84.7% |
| Participant deferral / active EE | $3,083 | $3,027+1.9% | $4,262-27.7% | $4,299-28.3% |
| Admin fee / account holder | $15,255 | $5,166+195.3% | $5,640+170.5% | $6,924+120.3% |