Filed October 24, 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 | $62,019 | $67,372-7.9% | $60,906+1.8% | $134,532-53.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -23.99% | 50.05%-74.0pp | 16.94%-40.9pp | 418.27%-442.3pp |
| Employer contribution / active EE | $2,560 | $3,099-17.4% | $2,703-5.3% | $4,741-46.0% |
| Participant deferral / active EE | $4,792 | $4,532+5.7% | $3,814+25.7% | $6,401-25.1% |
| Admin fee / account holder | $819 | $4,588-82.2% | $3,227-74.6% | $11,429-92.8% |