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 | $78,520+277.4% | $96,576+206.8% | $82,448+259.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 9.80% | 41.30%-31.5pp | 38.47%-28.7pp | 41.64%-31.8pp |
| Employer contribution / active EE | $2,613 | $2,630-0.6% | $3,553-26.5% | $2,551+2.4% |
| Participant deferral / active EE | $3,458 | $6,754-48.8% | $7,956-56.5% | $4,139-16.4% |
| Admin fee / account holder | $24,999 | $13,455+85.8% | $11,381+119.7% | $7,234+245.6% |