Filed August 5, 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 | $121,827 | $88,672+37.4% | $105,223+15.8% | $82,448+47.8% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 12.71% | 30.86%-18.1pp | 180.65%-167.9pp | 41.64%-28.9pp |
| Employer contribution / active EE | $2,756 | $3,048-9.6% | $3,689-25.3% | $2,551+8.0% |
| Participant deferral / active EE | $10,348 | $4,036+156.4% | $5,072+104.0% | $4,139+150.0% |
| Admin fee / account holder | $11,555 | $7,146+61.7% | $8,859+30.4% | $7,234+59.7% |