Filed March 30, 2016
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,992 | $48,235-60.6% | $68,803-72.4% | $68,490-72.3% |
| Participation rate | 91.4% | 60.7%+30.8pp | 69.0%+22.4pp | 67.9%+23.5pp |
| Annual return | -14.67% | -12.70%-2.0pp | -6.37%-8.3pp | -7.85%-6.8pp |
| Employer contribution / active EE | $1,487 | $1,829-18.7% | $2,656-44.0% | $2,597-42.7% |
| Participant deferral / active EE | $4,901 | $2,867+71.0% | $3,942+24.3% | $4,028+21.7% |
| Admin fee / account holder | $1,294 | $4,361-70.3% | $4,936-73.8% | $5,403-76.1% |