Filed September 20, 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 | $18,381 | $77,638-76.3% | $156,551-88.3% | $62,881-70.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -2.34% | 50.33%-52.7pp | 32.23%-34.6pp | 20.14%-22.5pp |
| Employer contribution / active EE | $1,815 | $3,444-47.3% | $5,501-67.0% | $2,281-20.4% |
| Participant deferral / active EE | $2,730 | $3,046-10.4% | $4,871-44.0% | $3,203-14.8% |
| Admin fee / account holder | $11,940 | $5,561+114.7% | $13,028-8.4% | $4,296+177.9% |