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 | $414,347 | $49,255+741.2% | $70,494+487.8% | $79,856+418.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 4.74% | 30.10%-25.4pp | 109.16%-104.4pp | 31.71%-27.0pp |
| Employer contribution / active EE | $3,063 | $2,100+45.9% | $2,738+11.9% | $2,471+24.0% |
| Participant deferral / active EE | $4,037 | $2,768+45.8% | $3,711+8.8% | $3,741+7.9% |
| Admin fee / account holder | $29,695 | $2,879+931.4% | $3,848+671.7% | $5,306+459.6% |