Filed December 22, 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 | $60,128 | $160,028-62.4% | $147,080-59.1% | $145,884-58.8% |
| Participation rate | 93.8% | 84.0%+9.7pp | 82.2%+11.6pp | 80.3%+13.4pp |
| Annual return | 9.23% | 98.60%-89.4pp | 420.17%-410.9pp | 551.85%-542.6pp |
| Employer contribution / active EE | $6,429 | $5,286+21.6% | $4,933+30.3% | $4,662+37.9% |
| Participant deferral / active EE | $6,091 | $8,422-27.7% | $8,066-24.5% | $6,690-8.9% |
| Admin fee / account holder | $49,544 | $15,030+229.6% | $12,989+281.4% | $13,392+270.0% |