Filed December 28, 2015
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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 | $73,522 | $85,766-14.3% | $136,298-46.1% | $70,126+4.8% |
| Participation rate | 92.9% | 74.2%+18.7pp | 81.9%+10.9pp | 69.5%+23.3pp |
| Annual return | 13.56% | 31.46%-17.9pp | 5156.27%-5142.7pp | 73.15%-59.6pp |
| Employer contribution / active EE | $1,287 | $2,966-56.6% | $4,696-72.6% | $2,343-45.1% |
| Participant deferral / active EE | $3,333 | $5,051-34.0% | $6,247-46.7% | $3,3320% |
| Admin fee / account holder | $7,259 | $5,421+33.9% | $9,244-21.5% | $4,645+56.3% |