Filed February 8, 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 | $62,392 | $109,359-42.9% | $162,185-61.5% | $72,976-14.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 10.77% | 25.46%-14.7pp | 115.61%-104.8pp | 81.02%-70.2pp |
| Employer contribution / active EE | $2,204 | $3,907-43.6% | $5,613-60.7% | $2,440-9.7% |
| Participant deferral / active EE | $3,083 | $5,481-43.7% | $7,297-57.7% | $3,608-14.5% |
| Admin fee / account holder | $8,344 | $7,972+4.7% | $10,844-23.1% | $5,124+62.8% |