Filed July 6, 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 | $53,981 | $57,285-5.8% | $86,605-37.7% | $75,173-28.2% |
| Participation rate | 75.8% | 63.2%+12.6pp | 71.7%+4.1pp | 67.2%+8.6pp |
| Annual return | 11.10% | 2671.04%-2659.9pp | 591.39%-580.3pp | 160.65%-149.6pp |
| Employer contribution / active EE | $2,338 | $2,315+1.0% | $3,023-22.7% | $2,670-12.4% |
| Participant deferral / active EE | $4,041 | $3,318+21.8% | $4,438-8.9% | $4,126-2.1% |
| Admin fee / account holder | $32,912 | $4,112+700.4% | $5,611+486.5% | $5,651+482.4% |