Filed June 27, 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 | $88,198 | $108,882-19.0% | $96,754-8.8% | $154,746-43.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 7.96% | 98.39%-90.4pp | 82.04%-74.1pp | 172.34%-164.4pp |
| Employer contribution / active EE | $11,295 | $3,018+274.2% | $2,679+321.6% | $4,379+157.9% |
| Participant deferral / active EE | $1,713 | $5,323-67.8% | $4,758-64.0% | $6,730-74.5% |
| Admin fee / account holder | $8,521 | $10,200-16.5% | $8,905-4.3% | $14,365-40.7% |