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 | $143,310 | $123,793+15.8% | $177,848-19.4% | $79,856+79.5% |
| Participation rate | 85.7% | 84.7%+1.1pp | 87.7%-2.0pp | 69.6%+16.1pp |
| Annual return | 9.89% | 22.82%-12.9pp | 48.33%-38.4pp | 31.71%-21.8pp |
| Employer contribution / active EE | $1,257 | $4,095-69.3% | $5,919-78.8% | $2,471-49.1% |
| Participant deferral / active EE | $6,216 | $5,956+4.4% | $7,714-19.4% | $3,741+66.2% |
| Admin fee / account holder | $7,958 | $7,243+9.9% | $12,431-36.0% | $5,306+50.0% |