Filed June 27, 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 | $184,905 | $197,625-6.4% | $177,840+4.0% | $158,966+16.3% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 4.96% | 58.76%-53.8pp | 48.32%-43.4pp | 302.95%-298.0pp |
| Employer contribution / active EE | $3,944 | $6,698-41.1% | $5,919-33.4% | $4,762-17.2% |
| Participant deferral / active EE | $11,557 | $8,405+37.5% | $7,714+49.8% | $5,983+93.2% |
| Admin fee / account holder | $50,705 | $15,405+229.1% | $12,431+307.9% | $11,250+350.7% |