Filed June 7, 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 | $75,518 | $209,336-63.9% | $197,124-61.7% | $137,256-45.0% |
| Participation rate | 79.2% | 87.3%-8.1pp | 86.7%-7.5pp | 80.0%-0.8pp |
| Annual return | 9.10% | 48.09%-39.0pp | 44.34%-35.2pp | 220.34%-211.2pp |
| Employer contribution / active EE | $3,175 | $6,591-51.8% | $6,227-49.0% | $4,156-23.6% |
| Participant deferral / active EE | $4,998 | $9,614-48.0% | $9,135-45.3% | $6,407-22.0% |
| Admin fee / account holder | $17,247 | $17,308-0.4% | $16,298+5.8% | $12,270+40.6% |