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 | $142,972+10.0% | $214,702-26.7% | $86,983+80.9% |
| Participation rate | 96.6% | 84.9%+11.7pp | 87.5%+9.1pp | 69.5%+27.0pp |
| Annual return | 9.25% | 18.49%-9.2pp | 54.55%-45.3pp | 25.83%-16.6pp |
| Employer contribution / active EE | $2,002 | $4,635-56.8% | $6,461-69.0% | $2,584-22.5% |
| Participant deferral / active EE | $8,237 | $6,568+25.4% | $9,147-9.9% | $4,194+96.4% |
| Admin fee / account holder | $27,030 | $17,617+53.4% | $19,830+36.3% | $7,856+244.1% |