Filed April 21, 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 | $105,695 | $100,060+5.6% | $149,721-29.4% | $70,126+50.7% |
| Participation rate | 95.7% | 83.6%+12.1pp | 87.1%+8.6pp | 69.5%+26.1pp |
| Annual return | 12.96% | 27.46%-14.5pp | 1501.67%-1488.7pp | 73.15%-60.2pp |
| Employer contribution / active EE | $6,091 | $3,661+66.4% | $5,444+11.9% | $2,343+160.0% |
| Participant deferral / active EE | $5,734 | $4,982+15.1% | $6,568-12.7% | $3,332+72.1% |
| Admin fee / account holder | $40,581 | $8,285+389.8% | $11,282+259.7% | $4,645+773.6% |