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 | $28,632 | $67,602-57.6% | $82,312-65.2% | $70,126-59.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 6.62% | 21.57%-14.9pp | 25.88%-19.3pp | 73.15%-66.5pp |
| Employer contribution / active EE | $9,485 | $1,755+440.5% | $2,428+290.6% | $2,343+304.9% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,709 | $4,512-62.1% | $5,608-69.5% | $4,645-63.2% |