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 | $95,453+97.6% | $112,040+68.3% | $82,448+128.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | -4.19% | 23.92%-28.1pp | 24.52%-28.7pp | 41.64%-45.8pp |
| Employer contribution / active EE | $3,978 | $2,318+71.6% | $2,954+34.7% | $2,551+55.9% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $12,528 | $9,013+39.0% | $12,098+3.6% | $7,234+73.2% |