Filed May 10, 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 | $75,033 | $176,105-57.4% | $159,474-52.9% | $167,536-55.2% |
| Participation rate | 93.3% | 85.0%+8.4pp | 82.8%+10.5pp | 82.1%+11.2pp |
| Annual return | 8.73% | 331.91%-323.2pp | 263.68%-254.9pp | 478.82%-470.1pp |
| Employer contribution / active EE | $5,537 | $5,299+4.5% | $4,831+14.6% | $4,839+14.4% |
| Participant deferral / active EE | $4,045 | $7,751-47.8% | $7,353-45.0% | $6,342-36.2% |
| Admin fee / account holder | $14,317 | $12,559+14.0% | $10,802+32.5% | $12,315+16.3% |