Filed December 22, 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 | $188,595 | $104,098+81.2% | $140,514+34.2% | $94,015+100.6% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | -4.19% | 15.14%-19.3pp | 14.36%-18.5pp | 17.84%-22.0pp |
| Employer contribution / active EE | $3,978 | $2,388+66.6% | $3,378+17.8% | $2,790+42.6% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $12,528 | $10,439+20.0% | $13,697-8.5% | $8,951+40.0% |