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 | $51,056 | $116,462-56.2% | $210,245-75.7% | $116,462-56.2% |
| Participation rate | 78.6% | 74.7%+3.9pp | 81.8%-3.2pp | 74.7%+3.9pp |
| Annual return | -3.74% | 15.65%-19.4pp | -5.56%+1.8pp | 15.65%-19.4pp |
| Employer contribution / active EE | $8,856 | $3,231+174.1% | $5,917+49.7% | $3,231+174.1% |
| Participant deferral / active EE | $0 | $3,836-100.0% | $4,757-100.0% | $3,836-100.0% |
| Admin fee / account holder | $2,014 | $12,754-84.2% | $13,533-85.1% | $12,754-84.2% |