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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,915 | $75,962-56.7% | $154,108-78.6% | $64,173-48.7% |
| Participation rate | 86.8% | 70.4%+16.4pp | 83.0%+3.8pp | 69.6%+17.2pp |
| Annual return | -5.12% | 30.32%-35.4pp | 735.21%-740.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,748 | $3,350-47.8% | $5,298-67.0% | $2,381-26.6% |
| Participant deferral / active EE | $3,173 | $3,175-0.1% | $5,081-37.5% | $3,470-8.5% |
| Admin fee / account holder | $8,987 | $5,589+60.8% | $13,411-33.0% | $4,887+83.9% |