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 | $45,522 | $57,541-20.9% | $95,740-52.5% | $75,173-39.4% |
| Participation rate | 87.9% | 62.5%+25.4pp | 72.3%+15.7pp | 67.2%+20.7pp |
| Annual return | -13.85% | 34.93%-48.8pp | 28.41%-42.3pp | 160.72%-174.6pp |
| Employer contribution / active EE | $6,882 | $1,808+280.7% | $2,836+142.7% | $2,671+157.7% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,244-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,096 | $4,099-73.2% | $5,676-80.7% | $5,651-80.6% |