Filed November 4, 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 | $49,079 | $98,779-50.3% | $149,751-67.2% | $79,859-38.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 3.40% | 27.38%-24.0pp | 276.71%-273.3pp | 31.71%-28.3pp |
| Employer contribution / active EE | $2,984 | $3,217-7.3% | $4,646-35.8% | $2,471+20.7% |
| Participant deferral / active EE | $10,972 | $5,682+93.1% | $6,843+60.3% | $3,741+193.3% |
| Admin fee / account holder | $2,863 | $6,053-52.7% | $9,312-69.3% | $5,307-46.0% |