Filed September 25, 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 | $37,897 | $82,028-53.8% | $123,105-69.2% | $59,633-36.4% |
| Participation rate | 93.5% | 83.2%+10.3pp | 86.8%+6.7pp | 68.7%+24.8pp |
| Annual return | -3.13% | 5.12%-8.2pp | 13.22%-16.3pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $1,107 | $3,297-66.4% | $5,151-78.5% | $2,203-49.8% |
| Participant deferral / active EE | $2,480 | $4,667-46.9% | $6,229-60.2% | $3,192-22.3% |
| Admin fee / account holder | $1,614 | $5,879-72.5% | $9,014-82.1% | $4,297-62.4% |