Filed August 2, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,254 | $201,344+15.4% | $184,243+26.1% | $145,877+59.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.14% | 29.01%-21.9pp | 28.82%-21.7pp | 551.28%-544.1pp |
| Employer contribution / active EE | $16,846 | $7,022+139.9% | $6,427+162.1% | $4,663+261.3% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $9,294 | $16,382-43.3% | $13,914-33.2% | $13,402-30.7% |