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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,961 | $43,333+176.8% | $59,883+100.3% | $64,181+86.9% |
| Participation rate | 84.6% | 69.2%+15.4pp | 74.7%+9.9pp | 69.6%+15.0pp |
| Annual return | -3.29% | -1.55%-1.7pp | 3.46%-6.7pp | 7.63%-10.9pp |
| Employer contribution / active EE | $7,362 | $2,029+262.8% | $2,722+170.5% | $2,381+209.2% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $14,418 | $3,006+379.6% | $3,591+301.5% | $4,887+195.0% |