Filed July 26, 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 | $229,907 | $100,895+127.9% | $90,430+154.2% | $158,950+44.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 1.85% | 1725.54%-1723.7pp | 1293.73%-1291.9pp | 302.91%-301.1pp |
| Employer contribution / active EE | $13,580 | $3,689+268.2% | $3,262+316.3% | $4,762+185.2% |
| Participant deferral / active EE | $13,974 | $4,347+221.4% | $3,963+252.6% | $5,983+133.6% |
| Admin fee / account holder | $421 | $6,505-93.5% | $5,613-92.5% | $11,248-96.3% |