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 | $97,125-9.2% | $86,233+2.3% | $137,256-35.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 7.96% | 74.19%-66.2pp | 61.39%-53.4pp | 220.34%-212.4pp |
| Employer contribution / active EE | $11,295 | $2,841+297.5% | $2,504+351.0% | $4,156+171.8% |
| Participant deferral / active EE | $1,713 | $5,180-66.9% | $4,559-62.4% | $6,407-73.3% |
| Admin fee / account holder | $8,521 | $9,725-12.4% | $8,342+2.1% | $12,270-30.6% |