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 | $107,881 | $123,793-12.9% | $177,848-39.3% | $79,856+35.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 10.73% | 22.82%-12.1pp | 48.33%-37.6pp | 31.71%-21.0pp |
| Employer contribution / active EE | $6,905 | $4,095+68.6% | $5,919+16.7% | $2,471+179.4% |
| Participant deferral / active EE | $5,749 | $5,956-3.5% | $7,714-25.5% | $3,741+53.7% |
| Admin fee / account holder | $16,783 | $7,243+131.7% | $12,431+35.0% | $5,306+216.3% |