Filed December 3, 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 | $45,466 | $46,877-3.0% | $122,354-62.8% | $70,126-35.2% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 12.02% | 24.22%-12.2pp | 30.28%-18.3pp | 73.15%-61.1pp |
| Employer contribution / active EE | $967 | $1,288-25.0% | $4,051-76.1% | $2,343-58.7% |
| Participant deferral / active EE | $2,101 | $2,167-3.1% | $3,287-36.1% | $3,332-37.0% |
| Admin fee / account holder | $12,245 | $3,324+268.4% | $5,479+123.5% | $4,645+163.6% |