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 | $500,017 | $39,132+1177.8% | $57,196+774.2% | $62,881+695.2% |
| Participation rate | 90.0% | 70.5%+19.5pp | 75.3%+14.7pp | 69.3%+20.7pp |
| Annual return | 0.75% | 9.24%-8.5pp | 14.59%-13.8pp | 20.14%-19.4pp |
| Employer contribution / active EE | $1,536 | $1,874-18.1% | $2,683-42.8% | $2,281-32.7% |
| Participant deferral / active EE | $4,267 | $2,374+79.7% | $3,096+37.8% | $3,203+33.2% |
| Admin fee / account holder | $24,452 | $2,594+842.7% | $3,141+678.6% | $4,296+469.2% |