Filed September 8, 2016
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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 | $58,684 | $52,467+11.8% | $57,196+2.6% | $55,167+6.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 1.10% | 7.72%-6.6pp | 14.59%-13.5pp | 169.23%-168.1pp |
| Employer contribution / active EE | $2,745 | $2,477+10.8% | $2,683+2.3% | $1,963+39.9% |
| Participant deferral / active EE | $2,745 | $2,830-3.0% | $3,096-11.3% | $3,054-10.1% |
| Admin fee / account holder | $780 | $269+189.9% | $3,141-75.2% | $504+54.8% |