Filed August 3, 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 | $161,746 | $77,638+108.3% | $156,551+3.3% | $62,881+157.2% |
| Participation rate | 80.4% | 71.2%+9.2pp | 84.0%-3.6pp | 69.3%+11.1pp |
| Annual return | 4.57% | 50.33%-45.8pp | 32.23%-27.7pp | 20.14%-15.6pp |
| Employer contribution / active EE | $1,824 | $3,444-47.0% | $5,501-66.9% | $2,281-20.1% |
| Participant deferral / active EE | $3,816 | $3,046+25.3% | $4,871-21.7% | $3,203+19.1% |
| Admin fee / account holder | $1,974 | $5,561-64.5% | $13,028-84.9% | $4,296-54.1% |