Filed May 26, 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 | $71,355 | $76,407-6.6% | $150,298-52.5% | $82,448-13.5% |
| Participation rate | 92.6% | 66.4%+26.2pp | 77.8%+14.8pp | 68.1%+24.5pp |
| Annual return | 12.17% | 39.99%-27.8pp | 62.79%-50.6pp | 41.64%-29.5pp |
| Employer contribution / active EE | $1,956 | $2,614-25.2% | $4,154-52.9% | $2,551-23.3% |
| Participant deferral / active EE | $2,909 | $3,214-9.5% | $5,453-46.6% | $4,139-29.7% |
| Admin fee / account holder | $11,513 | $6,352+81.3% | $14,116-18.4% | $7,234+59.1% |