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 | $146,267+7.6% | $197,124-20.2% | $82,448+90.8% |
| Participation rate | 96.6% | 84.0%+12.5pp | 86.7%+9.8pp | 68.1%+28.5pp |
| Annual return | 9.25% | 29.61%-20.4pp | 44.34%-35.1pp | 41.64%-32.4pp |
| Employer contribution / active EE | $2,002 | $4,723-57.6% | $6,227-67.8% | $2,551-21.5% |
| Participant deferral / active EE | $8,237 | $7,035+17.1% | $9,135-9.8% | $4,139+99.0% |
| Admin fee / account holder | $27,030 | $14,422+87.4% | $16,298+65.8% | $7,234+273.6% |