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 | $223,823-66.3% | $211,142-64.2% | $154,746-51.2% |
| Participation rate | 79.2% | 87.9%-8.7pp | 87.3%-8.1pp | 80.7%-1.5pp |
| Annual return | 9.10% | 50.39%-41.3pp | 46.84%-37.7pp | 172.34%-163.2pp |
| Employer contribution / active EE | $3,175 | $6,787-53.2% | $6,442-50.7% | $4,379-27.5% |
| Participant deferral / active EE | $4,998 | $9,750-48.7% | $9,284-46.2% | $6,730-25.7% |
| Admin fee / account holder | $17,247 | $19,707-12.5% | $19,076-9.6% | $14,365+20.1% |