Filed December 1, 2015
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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,663 | $106,524-41.2% | $152,301-58.9% | $87,485-28.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 13.03% | 26.89%-13.9pp | 80.50%-67.5pp | 26.06%-13.0pp |
| Employer contribution / active EE | $5,091 | $3,371+51.0% | $4,624+10.1% | $2,596+96.1% |
| Participant deferral / active EE | $4,998 | $6,525-23.4% | $8,004-37.6% | $4,274+16.9% |
| Admin fee / account holder | $1,393 | $8,287-83.2% | $14,398-90.3% | $7,775-82.1% |