Filed March 18, 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 | $232,389 | $49,073+373.6% | $75,501+207.8% | - |
| Participation rate | 100.0% | 76.4%+23.6pp | 72.4%+27.6pp | - |
| Annual return | 3.82% | 26.22%-22.4pp | 27.35%-23.5pp | - |
| Employer contribution / active EE | $26,614 | $3,349+694.7% | $2,352+1031.6% | - |
| Participant deferral / active EE | $0 | $2,605-100.0% | $3,142-100.0% | - |
| Admin fee / account holder | $11,975 | $1,816+559.5% | $5,801+106.4% | - |