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 | $90,717 | $89,370+1.5% | $141,197-35.8% | $72,976+24.3% |
| Participation rate | 78.6% | 75.1%+3.4pp | 82.5%-3.9pp | 69.5%+9.1pp |
| Annual return | 18.36% | 111.88%-93.5pp | 71.41%-53.0pp | 81.02%-62.7pp |
| Employer contribution / active EE | $1,293 | $3,115-58.5% | $4,736-72.7% | $2,440-47.0% |
| Participant deferral / active EE | $4,330 | $5,419-20.1% | $6,710-35.5% | $3,608+20.0% |
| Admin fee / account holder | $1,458 | $5,957-75.5% | $10,265-85.8% | $5,124-71.5% |