Filed September 28, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $296,335 | $83,061+256.8% | $126,068+135.1% | $94,015+215.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 84.7%+15.3pp | 70.8%+29.2pp |
| Annual return | 9.80% | 20.41%-10.6pp | 15.01%-5.2pp | 17.84%-8.0pp |
| Employer contribution / active EE | $2,613 | $2,864-8.7% | $3,968-34.1% | $2,790-6.3% |
| Participant deferral / active EE | $3,458 | $7,042-50.9% | $8,214-57.9% | $4,249-18.6% |
| Admin fee / account holder | $24,999 | $7,208+246.8% | $18,264+36.9% | $8,951+179.3% |