Filed November 29, 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 | $47,858 | $82,028-41.7% | $123,105-61.1% | $59,633-19.7% |
| Participation rate | 92.9% | 83.2%+9.7pp | 86.8%+6.1pp | 68.7%+24.2pp |
| Annual return | -4.46% | 5.12%-9.6pp | 13.22%-17.7pp | 2041.45%-2045.9pp |
| Employer contribution / active EE | $6,265 | $3,297+90.0% | $5,151+21.6% | $2,203+184.4% |
| Participant deferral / active EE | $4,266 | $4,667-8.6% | $6,229-31.5% | $3,192+33.6% |
| Admin fee / account holder | $2,689 | $5,879-54.2% | $9,014-70.2% | $4,297-37.4% |