Filed December 18, 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 | $79,597 | $71,192+11.8% | $117,861-32.5% | $62,293+27.8% |
| Participation rate | 84.6% | 74.2%+10.4pp | 79.7%+5.0pp | 69.5%+15.1pp |
| Annual return | 10.67% | 18.66%-8.0pp | 335.11%-324.4pp | 28.90%-18.2pp |
| Employer contribution / active EE | $1,241 | $1,934-35.8% | $3,786-67.2% | $2,042-39.2% |
| Participant deferral / active EE | $4,369 | $3,189+37.0% | $4,482-2.5% | $3,169+37.9% |
| Admin fee / account holder | $11,397 | $587+1840.8% | $8,021+42.1% | $479+2277.6% |