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 | $201,264+15.4% | $184,185+26.1% | $145,978+59.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.14% | 29.00%-21.9pp | 28.81%-21.7pp | 550.52%-543.4pp |
| Employer contribution / active EE | $16,846 | $7,021+140.0% | $6,426+162.2% | $4,662+261.4% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,690-100.0% |
| Admin fee / account holder | $9,294 | $16,376-43.2% | $13,909-33.2% | $13,400-30.6% |