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 | $143,969+8.4% | $199,883-21.9% | $82,637+88.9% |
| Participation rate | 95.8% | 84.1%+11.7pp | 86.8%+9.1pp | 68.1%+27.8pp |
| Annual return | 10.09% | 25.67%-15.6pp | 43.81%-33.7pp | 53.51%-43.4pp |
| Employer contribution / active EE | $7,742 | $4,632+67.1% | $6,261+23.6% | $2,552+203.3% |
| Participant deferral / active EE | $6,493 | $6,937-6.4% | $9,138-28.9% | $4,126+57.4% |
| Admin fee / account holder | $15,636 | $14,597+7.1% | $17,268-9.5% | $7,339+113.1% |