Filed October 28, 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 | $73,810 | $138,386-46.7% | $184,260-59.9% | $80,935-8.8% |
| Participation rate | 77.4% | 83.9%-6.5pp | 86.8%-9.4pp | 67.7%+9.8pp |
| Annual return | 10.83% | 20.02%-9.2pp | 28.84%-18.0pp | 35.66%-24.8pp |
| Employer contribution / active EE | $2,985 | $4,851-38.5% | $6,427-53.6% | $2,757+8.3% |
| Participant deferral / active EE | $6,673 | $7,076-5.7% | $9,133-26.9% | $4,299+55.2% |
| Admin fee / account holder | $5,515 | $10,489-47.4% | $13,898-60.3% | $6,924-20.4% |