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 | $71,353+315.3% | $92,805+219.3% | $86,983+240.7% |
| Participation rate | 100.0% | 80.9%+19.1pp | 83.5%+16.5pp | 69.5%+30.5pp |
| Annual return | 9.80% | 44.68%-34.9pp | 31.59%-21.8pp | 25.83%-16.0pp |
| Employer contribution / active EE | $2,613 | $2,468+5.9% | $3,424-23.7% | $2,584+1.1% |
| Participant deferral / active EE | $3,458 | $6,966-50.4% | $8,448-59.1% | $4,194-17.5% |
| Admin fee / account holder | $24,999 | $6,099+309.9% | $10,911+129.1% | $7,856+218.2% |