Filed July 19, 2017
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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 | $97,278 | $197,637-50.8% | $177,848-45.3% | $158,982-38.8% |
| Participation rate | 92.9% | 88.5%+4.3pp | 87.7%+5.1pp | 82.0%+10.9pp |
| Annual return | 4.66% | 58.77%-54.1pp | 48.33%-43.7pp | 302.99%-298.3pp |
| Employer contribution / active EE | $3,158 | $6,698-52.9% | $5,919-46.6% | $4,763-33.7% |
| Participant deferral / active EE | $5,144 | $8,405-38.8% | $7,714-33.3% | $5,983-14.0% |
| Admin fee / account holder | $28,104 | $15,406+82.4% | $12,431+126.1% | $11,252+149.8% |