Filed June 21, 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 | $45,871 | $60,349-24.0% | $74,184-38.2% | $62,881-27.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -0.84% | 21.38%-22.2pp | 17.74%-18.6pp | 20.14%-21.0pp |
| Employer contribution / active EE | $2,037 | $1,680+21.2% | $2,370-14.1% | $2,281-10.7% |
| Participant deferral / active EE | $1,556 | $2,856-45.5% | $3,550-56.2% | $3,203-51.4% |
| Admin fee / account holder | $4,793 | $4,261+12.5% | $5,586-14.2% | $4,296+11.6% |