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 | $73,107-38.6% | $114,563-60.8% | $87,485-48.7% |
| Participation rate | 82.6% | 65.8%+16.8pp | 72.9%+9.7pp | 68.9%+13.7pp |
| Annual return | 8.02% | 19.47%-11.5pp | 241.09%-233.1pp | 26.06%-18.0pp |
| Employer contribution / active EE | $7,336 | $1,881+290.0% | $2,592+183.0% | $2,596+182.6% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,142-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,166 | $5,770-79.8% | $7,623-84.7% | $7,775-85.0% |