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 | $58,963 | $42,909+37.4% | $60,906-3.2% | $68,486-13.9% |
| Participation rate | 93.5% | 66.8%+26.7pp | 73.1%+20.4pp | 67.9%+25.6pp |
| Annual return | -14.94% | -13.99%-1.0pp | 16.94%-31.9pp | -7.85%-7.1pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,638 | $2,866+61.8% | $3,814+21.6% | $4,028+15.1% |
| Admin fee / account holder | $406 | $3,104-86.9% | $3,227-87.4% | $5,404-92.5% |