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 | $316,190 | $68,394+362.3% | $94,672+234.0% | $75,177+320.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 9.32% | 616.92%-607.6pp | 156.89%-147.6pp | 160.75%-151.4pp |
| Employer contribution / active EE | $3,006 | $2,701+11.3% | $3,673-18.2% | $2,671+12.5% |
| Participant deferral / active EE | $4,461 | $6,536-31.7% | $7,417-39.9% | $4,126+8.1% |
| Admin fee / account holder | $46,682 | $5,326+776.5% | $7,222+546.4% | $5,651+726.0% |