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 | $113,836 | $105,200+8.2% | $159,474-28.6% | $85,847+32.6% |
| Participation rate | 76.0% | 75.8%+0.2pp | 82.8%-6.8pp | 69.3%+6.7pp |
| Annual return | 11.91% | 45.08%-33.2pp | 263.68%-251.8pp | 318.61%-306.7pp |
| Employer contribution / active EE | $1,336 | $3,319-59.8% | $4,831-72.4% | $2,565-47.9% |
| Participant deferral / active EE | $4,470 | $5,946-24.8% | $7,353-39.2% | $3,952+13.1% |
| Admin fee / account holder | $12,171 | $6,934+75.5% | $10,802+12.7% | $6,261+94.4% |