Filed December 21, 2015
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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 | $107,224 | $77,472+38.4% | $100,415+6.8% | $80,959+32.4% |
| Participation rate | 94.3% | 76.9%+17.4pp | 81.5%+12.8pp | 67.7%+26.7pp |
| Annual return | 12.20% | 37.26%-25.1pp | 49.47%-37.3pp | 35.67%-23.5pp |
| Employer contribution / active EE | $4,372 | $2,800+56.1% | $3,943+10.9% | $2,757+58.6% |
| Participant deferral / active EE | $6,859 | $6,818+0.6% | $8,091-15.2% | $4,300+59.5% |
| Admin fee / account holder | $6,738 | $5,885+14.5% | $7,906-14.8% | $6,925-2.7% |