Filed June 20, 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 | $156,109 | $142,972+9.2% | $214,702-27.3% | $86,983+79.5% |
| Participation rate | 95.8% | 84.9%+11.0pp | 87.5%+8.4pp | 69.5%+26.3pp |
| Annual return | 10.09% | 18.49%-8.4pp | 54.55%-44.5pp | 25.83%-15.7pp |
| Employer contribution / active EE | $7,742 | $4,635+67.0% | $6,461+19.8% | $2,584+199.6% |
| Participant deferral / active EE | $6,493 | $6,568-1.1% | $9,147-29.0% | $4,194+54.8% |
| Admin fee / account holder | $15,636 | $17,617-11.2% | $19,830-21.2% | $7,856+99.0% |