Filed August 7, 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 | $94,511 | $137,414-31.2% | $189,537-50.1% | $85,847+10.1% |
| Participation rate | 95.9% | 84.6%+11.3pp | 87.8%+8.1pp | 69.3%+26.6pp |
| Annual return | 10.00% | 38.14%-28.1pp | 555.34%-545.3pp | 318.61%-308.6pp |
| Employer contribution / active EE | $5,154 | $4,344+18.6% | $6,161-16.3% | $2,565+100.9% |
| Participant deferral / active EE | $3,413 | $6,260-45.5% | $8,220-58.5% | $3,952-13.6% |
| Admin fee / account holder | $5,130 | $8,630-40.6% | $12,048-57.4% | $6,261-18.1% |