Filed January 30, 2017
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,545 | $167,362-35.1% | $143,799-24.5% | $134,532-19.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.95% | 0.47%-15.4pp | -0.04%-14.9pp | 418.27%-433.2pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $20,187 | $6,447+213.1% | $5,638+258.0% | $6,401+215.4% |
| Admin fee / account holder | $15,443 | $18,094-14.6% | $14,677+5.2% | $11,429+35.1% |