Filed May 2, 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 | $74,622 | $48,235+54.7% | $68,803+8.5% | $68,490+9.0% |
| Participation rate | 92.0% | 60.7%+31.3pp | 69.0%+23.0pp | 67.9%+24.1pp |
| Annual return | -23.76% | -12.70%-11.1pp | -6.37%-17.4pp | -7.85%-15.9pp |
| Employer contribution / active EE | $3,267 | $1,829+78.6% | $2,656+23.0% | $2,597+25.8% |
| Participant deferral / active EE | $12,950 | $2,867+351.8% | $3,942+228.5% | $4,028+221.5% |
| Admin fee / account holder | $2,154 | $4,361-50.6% | $4,936-56.4% | $5,403-60.1% |