Filed June 24, 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 | $174,900 | $78,423+123.0% | $95,964+82.3% | $79,856+119.0% |
| Participation rate | 76.6% | 73.5%+3.1pp | 77.1%-0.5pp | 69.6%+7.0pp |
| Annual return | 4.31% | 19.37%-15.1pp | 91.64%-87.3pp | 31.71%-27.4pp |
| Employer contribution / active EE | $2,496 | $1,945+28.3% | $2,541-1.8% | $2,471+1.0% |
| Participant deferral / active EE | $5,514 | $3,440+60.3% | $4,167+32.3% | $3,741+47.4% |
| Admin fee / account holder | $13,991 | $5,622+148.9% | $6,797+105.8% | $5,306+163.7% |