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 | $52,623 | $72,486-27.4% | $87,103-39.6% | $72,976-27.9% |
| Participation rate | 80.9% | 72.8%+8.1pp | 76.9%+4.0pp | 69.5%+11.4pp |
| Annual return | 4.14% | 24.46%-20.3pp | 28.19%-24.1pp | 81.02%-76.9pp |
| Employer contribution / active EE | $1,634 | $1,894-13.7% | $2,521-35.2% | $2,440-33.0% |
| Participant deferral / active EE | $2,124 | $3,270-35.0% | $4,049-47.5% | $3,608-41.1% |
| Admin fee / account holder | $7,381 | $5,055+46.0% | $7,491-1.5% | $5,124+44.1% |