Filed January 6, 2016
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,291 | $75,832-78.5% | $147,617-89.0% | $59,633-72.7% |
| Participation rate | 93.5% | 71.6%+22.0pp | 84.6%+8.9pp | 68.7%+24.9pp |
| Annual return | -2.21% | 0.37%-2.6pp | 61.98%-64.2pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $3,187 | $3,485-8.5% | $5,564-42.7% | $2,203+44.7% |
| Participant deferral / active EE | $4,854 | $3,131+55.0% | $4,895-0.9% | $3,192+52.1% |
| Admin fee / account holder | $1,761 | $5,986-70.6% | $11,612-84.8% | $4,297-59.0% |