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 | $51,638+35.4% | $68,368+2.3% | $82,448-15.2% |
| Participation rate | 70.1% | 63.6%+6.5pp | 73.8%-3.6pp | 68.1%+2.0pp |
| Annual return | 10.53% | 37.53%-27.0pp | 292.57%-282.0pp | 41.64%-31.1pp |
| Employer contribution / active EE | $3,807 | $2,047+86.0% | $2,649+43.7% | $2,551+49.3% |
| Participant deferral / active EE | $3,758 | $2,914+29.0% | $4,123-8.9% | $4,139-9.2% |
| Admin fee / account holder | $10,383 | $4,643+123.6% | $5,150+101.6% | $7,234+43.5% |