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 | $48,474 | $61,787-21.5% | $97,197-50.1% | $80,925-40.1% |
| Participation rate | 86.5% | 63.5%+23.1pp | 72.7%+13.8pp | 67.7%+18.9pp |
| Annual return | -7.46% | -558.16%+550.7pp | 75.47%-82.9pp | 35.65%-43.1pp |
| Employer contribution / active EE | $7,957 | $1,836+333.3% | $2,723+192.2% | $2,756+188.7% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,263-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,030 | $5,170-80.1% | $5,637-81.7% | $6,940-85.2% |