Filed February 27, 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 | $157,331 | $145,431+8.2% | $211,142-25.5% | $87,485+79.8% |
| Participation rate | 96.6% | 84.7%+11.8pp | 87.3%+9.3pp | 68.9%+27.6pp |
| Annual return | 9.25% | 27.21%-18.0pp | 46.84%-37.6pp | 26.06%-16.8pp |
| Employer contribution / active EE | $2,002 | $4,662-57.0% | $6,442-68.9% | $2,596-22.9% |
| Participant deferral / active EE | $8,237 | $6,859+20.1% | $9,284-11.3% | $4,274+92.7% |
| Admin fee / account holder | $27,030 | $17,052+58.5% | $19,076+41.7% | $7,775+247.7% |