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 | $149,446+5.3% | $256,809-38.7% | $94,015+67.3% |
| Participation rate | 96.6% | 85.3%+11.3pp | 88.5%+8.0pp | 70.8%+25.7pp |
| Annual return | 9.25% | 17.55%-8.3pp | 32.73%-23.5pp | 17.84%-8.6pp |
| Employer contribution / active EE | $2,002 | $4,596-56.4% | $7,263-72.4% | $2,790-28.2% |
| Participant deferral / active EE | $8,237 | $6,491+26.9% | $9,520-13.5% | $4,249+93.8% |
| Admin fee / account holder | $27,030 | $24,035+12.5% | $25,146+7.5% | $8,951+202.0% |