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 | $182,477 | $80,983+125.3% | $96,544+89.0% | $75,177+142.7% |
| Participation rate | 75.0% | 71.8%+3.2pp | 76.0%-1.0pp | 67.2%+7.8pp |
| Annual return | 11.67% | 27.05%-15.4pp | 25.88%-14.2pp | 160.75%-149.1pp |
| Employer contribution / active EE | $2,543 | $2,282+11.4% | $2,966-14.3% | $2,671-4.8% |
| Participant deferral / active EE | $6,827 | $3,929+73.8% | $4,851+40.7% | $4,126+65.4% |
| Admin fee / account holder | $5,856 | $6,717-12.8% | $8,254-29.1% | $5,651+3.6% |