Filed June 29, 2016
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,733 | $90,607-85.9% | $79,467-84.0% | $135,380-90.6% |
| Participation rate | 91.7% | 76.0%+15.6pp | 73.3%+18.3pp | 82.6%+9.0pp |
| Annual return | -9.22% | 977.74%-987.0pp | 718.30%-727.5pp | 519.81%-529.0pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,290 | $4,050+55.3% | $3,704+69.8% | $5,609+12.1% |
| Admin fee / account holder | $2,393 | $5,895-59.4% | $5,104-53.1% | $10,828-77.9% |