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 | $60,184 | $49,199+22.3% | $121,204-50.3% | $75,173-19.9% |
| Participation rate | 71.6% | 55.4%+16.2pp | 69.5%+2.1pp | 67.2%+4.4pp |
| Annual return | 13.41% | 56.04%-42.6pp | 987.18%-973.8pp | 160.72%-147.3pp |
| Employer contribution / active EE | $1,664 | $1,547+7.5% | $4,170-60.1% | $2,671-37.7% |
| Participant deferral / active EE | $3,300 | $2,630+25.5% | $4,083-19.2% | $4,126-20.0% |
| Admin fee / account holder | $4,941 | $3,946+25.2% | $5,651-12.6% | $5,651-12.5% |