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 | $175,876 | $67,602+160.2% | $82,312+113.7% | $70,126+150.8% |
| Participation rate | 86.5% | 72.8%+13.7pp | 76.9%+9.6pp | 69.5%+16.9pp |
| Annual return | 8.58% | 21.57%-13.0pp | 25.88%-17.3pp | 73.15%-64.6pp |
| Employer contribution / active EE | $3,364 | $1,755+91.7% | $2,428+38.5% | $2,343+43.6% |
| Participant deferral / active EE | $7,988 | $2,987+167.4% | $3,706+115.5% | $3,332+139.7% |
| Admin fee / account holder | $25,861 | $4,512+473.2% | $5,608+361.2% | $4,645+456.7% |