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 | $61,789-8.8% | $97,167-42.0% | $80,874-30.3% |
| Participation rate | 94.7% | 63.5%+31.2pp | 72.7%+22.0pp | 67.6%+27.0pp |
| Annual return | 10.34% | -557.90%+568.2pp | 75.27%-64.9pp | 35.62%-25.3pp |
| Employer contribution / active EE | $423 | $1,837-77.0% | $2,729-84.5% | $2,756-84.7% |
| Participant deferral / active EE | $3,083 | $3,028+1.8% | $4,264-27.7% | $4,297-28.2% |
| Admin fee / account holder | $15,255 | $5,168+195.2% | $5,650+170.0% | $6,935+120.0% |