Filed February 26, 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 | $101,483 | $104,577-3.0% | $76,667+32.4% | $152,909-33.6% |
| Participation rate | 94.1% | 76.6%+17.5pp | 72.1%+22.0pp | 82.5%+11.7pp |
| Annual return | -2.02% | 1014.36%-1016.4pp | 1166.74%-1168.8pp | 345.46%-347.5pp |
| Employer contribution / active EE | $3,529 | $3,119+13.2% | $2,303+53.3% | $4,764-25.9% |
| Participant deferral / active EE | $2,256 | $4,237-46.8% | $3,336-32.4% | $5,851-61.5% |
| Admin fee / account holder | $4,138 | $12,290-66.3% | $6,423-35.6% | $11,601-64.3% |