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 | $44,891 | $87,225-48.5% | $158,226-71.6% | $94,015-52.3% |
| Participation rate | 82.6% | 67.9%+14.7pp | 74.8%+7.8pp | 70.8%+11.8pp |
| Annual return | 8.02% | 16.34%-8.3pp | 501.41%-493.4pp | 17.84%-9.8pp |
| Employer contribution / active EE | $7,336 | $2,217+230.9% | $2,986+145.7% | $2,790+162.9% |
| Participant deferral / active EE | $0 | $3,405-100.0% | $4,317-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,166 | $7,888-85.2% | $10,217-88.6% | $8,951-87.0% |