Filed December 14, 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 | $172,617 | $48,327+257.2% | $67,575+155.4% | $80,935+113.3% |
| Participation rate | 88.1% | 66.4%+21.7pp | 72.9%+15.2pp | 67.7%+20.5pp |
| Annual return | 10.70% | 18.31%-7.6pp | 3528.98%-3518.3pp | 35.66%-25.0pp |
| Employer contribution / active EE | $10,503 | $2,022+419.3% | $2,736+283.9% | $2,757+281.0% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $24,968 | $3,692+576.2% | $3,993+525.3% | $6,924+260.6% |