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 | $78,690-9.3% | $161,489-55.8% | $87,485-18.4% |
| Participation rate | 92.6% | 67.5%+25.1pp | 78.7%+13.9pp | 68.9%+23.6pp |
| Annual return | 12.17% | 32.74%-20.6pp | 89.72%-77.5pp | 26.06%-13.9pp |
| Employer contribution / active EE | $1,956 | $2,588-24.4% | $4,268-54.2% | $2,596-24.7% |
| Participant deferral / active EE | $2,909 | $3,311-12.1% | $5,630-48.3% | $4,274-31.9% |
| Admin fee / account holder | $11,513 | $6,724+71.2% | $16,006-28.1% | $7,775+48.1% |