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 | $48,158 | $73,863-34.8% | $143,797-66.5% | $68,490-29.7% |
| Participation rate | 84.6% | 66.7%+18.0pp | 80.3%+4.3pp | 67.9%+16.7pp |
| Annual return | -16.49% | 0.91%-17.4pp | -0.04%-16.4pp | -7.85%-8.6pp |
| Employer contribution / active EE | $1,745 | $3,185-45.2% | $4,952-64.8% | $2,597-32.8% |
| Participant deferral / active EE | $3,168 | $3,385-6.4% | $5,638-43.8% | $4,028-21.3% |
| Admin fee / account holder | $5,116 | $5,756-11.1% | $14,679-65.1% | $5,403-5.3% |