Filed March 25, 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 | $166,047 | $60,349+175.1% | $74,184+123.8% | $62,881+164.1% |
| Participation rate | 88.9% | 72.7%+16.2pp | 76.6%+12.3pp | 69.3%+19.6pp |
| Annual return | 3.66% | 21.38%-17.7pp | 17.74%-14.1pp | 20.14%-16.5pp |
| Employer contribution / active EE | $2,299 | $1,680+36.9% | $2,370-3.0% | $2,281+0.8% |
| Participant deferral / active EE | $6,258 | $2,856+119.1% | $3,550+76.3% | $3,203+95.4% |
| Admin fee / account holder | $1,220 | $4,261-71.4% | $5,586-78.2% | $4,296-71.6% |