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 | $80,812+171.4% | $160,784+36.4% | $82,448+166.0% |
| Participation rate | 70.7% | 66.2%+4.5pp | 77.0%-6.2pp | 68.1%+2.7pp |
| Annual return | 1.31% | 100.59%-99.3pp | 1803.92%-1802.6pp | 41.64%-40.3pp |
| Employer contribution / active EE | $5,974 | $2,174+174.8% | $3,733+60.0% | $2,551+134.2% |
| Participant deferral / active EE | $6,310 | $4,335+45.5% | $6,293+0.3% | $4,139+52.4% |
| Admin fee / account holder | $15,486 | $7,695+101.2% | $9,717+59.4% | $7,234+114.1% |