Filed August 30, 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 | $69,937 | $69,590+0.5% | $136,867-48.9% | $94,015-25.6% |
| Participation rate | 70.1% | 66.3%+3.8pp | 74.5%-4.4pp | 70.8%-0.7pp |
| Annual return | 10.53% | 19.62%-9.1pp | 42.97%-32.4pp | 17.84%-7.3pp |
| Employer contribution / active EE | $3,807 | $2,396+58.9% | $3,547+7.3% | $2,790+36.5% |
| Participant deferral / active EE | $3,758 | $3,437+9.3% | $4,924-23.7% | $4,249-11.6% |
| Admin fee / account holder | $10,383 | $8,912+16.5% | $10,340+0.4% | $8,951+16.0% |