Filed March 1, 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 | $219,811 | $76,407+187.7% | $150,298+46.2% | $82,448+166.6% |
| Participation rate | 92.6% | 66.4%+26.2pp | 77.8%+14.8pp | 68.1%+24.5pp |
| Annual return | 13.07% | 39.99%-26.9pp | 62.79%-49.7pp | 41.64%-28.6pp |
| Employer contribution / active EE | $9,426 | $2,614+260.6% | $4,154+126.9% | $2,551+269.5% |
| Participant deferral / active EE | $7,012 | $3,214+118.1% | $5,453+28.6% | $4,139+69.4% |
| Admin fee / account holder | $80,334 | $6,352+1164.7% | $14,116+469.1% | $7,234+1010.4% |