Filed May 19, 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 | $219,299 | $91,086+140.8% | $203,872+7.6% | $86,983+152.1% |
| Participation rate | 70.7% | 65.8%+4.9pp | 77.8%-7.1pp | 69.5%+1.2pp |
| Annual return | 1.31% | 22.30%-21.0pp | 85.11%-83.8pp | 25.83%-24.5pp |
| Employer contribution / active EE | $5,974 | $2,063+189.5% | $3,757+59.0% | $2,584+131.2% |
| Participant deferral / active EE | $6,310 | $4,019+57.0% | $6,388-1.2% | $4,194+50.5% |
| Admin fee / account holder | $15,486 | $8,987+72.3% | $11,730+32.0% | $7,856+97.1% |