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 | $55,507 | $67,602-17.9% | $82,312-32.6% | $70,126-20.8% |
| Participation rate | 98.5% | 72.8%+25.7pp | 76.9%+21.6pp | 69.5%+29.0pp |
| Annual return | 11.14% | 21.57%-10.4pp | 25.88%-14.7pp | 73.15%-62.0pp |
| Employer contribution / active EE | $1,990 | $1,755+13.4% | $2,428-18.1% | $2,343-15.0% |
| Participant deferral / active EE | $1,963 | $2,987-34.3% | $3,706-47.0% | $3,332-41.1% |
| Admin fee / account holder | $1,760 | $4,512-61.0% | $5,608-68.6% | $4,645-62.1% |