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 | $101,950-60.5% | $125,529-67.9% | $86,983-53.7% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 69.5%+30.5pp |
| Annual return | 11.08% | 18.29%-7.2pp | 202.56%-191.5pp | 25.83%-14.8pp |
| Employer contribution / active EE | $3,759 | $2,358+59.4% | $3,058+23.0% | $2,584+45.5% |
| Participant deferral / active EE | $3,260 | $3,862-15.6% | $4,813-32.3% | $4,194-22.3% |
| Admin fee / account holder | $2,664 | $12,791-79.2% | $16,298-83.7% | $7,856-66.1% |