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 | $116,070 | $88,603+31.0% | $69,890+66.1% | $134,545-13.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -25.89% | 442.93%-468.8pp | 190.84%-216.7pp | 418.37%-444.3pp |
| Employer contribution / active EE | $1,648 | $3,236-49.1% | $2,560-35.6% | $4,742-65.2% |
| Participant deferral / active EE | $3,632 | $4,771-23.9% | $3,848-5.6% | $6,401-43.3% |
| Admin fee / account holder | $6,096 | $10,443-41.6% | $6,267-2.7% | $11,431-46.7% |