Filed January 29, 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 | $35,663 | $56,894-37.3% | $84,753-57.9% | $62,881-43.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 0.47% | 6.30%-5.8pp | 22.78%-22.3pp | 20.14%-19.7pp |
| Employer contribution / active EE | $4,808 | $2,400+100.4% | $3,574+34.5% | $2,281+110.8% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,929 | $3,581-46.1% | $5,333-63.8% | $4,296-55.1% |