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 | $112,185 | $56,054+100.1% | $171,082-34.4% | $62,881+78.4% |
| Participation rate | 90.9% | 62.9%+28.0pp | 76.7%+14.2pp | 69.3%+21.6pp |
| Annual return | 4.07% | 22.52%-18.5pp | 32.56%-28.5pp | 20.14%-16.1pp |
| Employer contribution / active EE | $6,129 | $1,731+254.0% | $4,002+53.1% | $2,281+168.7% |
| Participant deferral / active EE | $5,641 | $3,158+78.6% | $4,797+17.6% | $3,203+76.1% |
| Admin fee / account holder | $4,448 | $3,647+22.0% | $8,520-47.8% | $4,296+3.5% |