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 | $40,311 | $94,031-57.1% | $115,768-65.2% | $82,448-51.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 11.08% | 20.61%-9.5pp | 100.46%-89.4pp | 41.64%-30.6pp |
| Employer contribution / active EE | $3,759 | $2,323+61.8% | $2,940+27.9% | $2,551+47.4% |
| Participant deferral / active EE | $3,260 | $3,972-17.9% | $4,917-33.7% | $4,139-21.2% |
| Admin fee / account holder | $2,664 | $10,249-74.0% | $12,439-78.6% | $7,234-63.2% |