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 | $51,797 | $43,344+19.5% | $59,899-13.5% | $64,173-19.3% |
| Participation rate | 91.4% | 69.2%+22.3pp | 74.7%+16.7pp | 69.6%+21.9pp |
| Annual return | -0.44% | -1.55%+1.1pp | 3.46%-3.9pp | 7.63%-8.1pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,168 | $2,547+102.9% | $3,402+51.9% | $3,470+49.0% |
| Admin fee / account holder | $11,588 | $3,008+285.2% | $3,592+222.6% | $4,887+137.1% |