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 | $48,277+257.6% | $67,511+155.7% | $80,874+113.4% |
| Participation rate | 88.1% | 66.4%+21.8pp | 72.9%+15.2pp | 67.6%+20.5pp |
| Annual return | 10.70% | 18.27%-7.6pp | 3517.41%-3506.7pp | 35.62%-24.9pp |
| Employer contribution / active EE | $10,503 | $2,021+419.6% | $2,733+284.4% | $2,756+281.1% |
| Participant deferral / active EE | $0 | $2,926-100.0% | $4,000-100.0% | $4,297-100.0% |
| Admin fee / account holder | $24,968 | $3,687+577.2% | $3,999+524.4% | $6,935+260.0% |