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 | $49,976+39.9% | $66,674+4.9% | $82,637-15.4% |
| Participation rate | 70.1% | 63.1%+7.0pp | 73.7%-3.6pp | 68.1%+2.0pp |
| Annual return | 10.53% | 39.09%-28.6pp | 321.24%-310.7pp | 53.51%-43.0pp |
| Employer contribution / active EE | $3,807 | $1,988+91.5% | $2,620+45.3% | $2,552+49.2% |
| Participant deferral / active EE | $3,758 | $2,847+32.0% | $4,084-8.0% | $4,126-8.9% |
| Admin fee / account holder | $10,383 | $4,594+126.0% | $5,098+103.7% | $7,339+41.5% |