Filed March 8, 2016
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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 | $170,913 | $143,969+18.7% | $199,883-14.5% | $82,637+106.8% |
| Participation rate | 98.6% | 84.1%+14.5pp | 86.8%+11.9pp | 68.1%+30.6pp |
| Annual return | 12.98% | 25.67%-12.7pp | 43.81%-30.8pp | 53.51%-40.5pp |
| Employer contribution / active EE | $11,299 | $4,632+143.9% | $6,261+80.5% | $2,552+342.7% |
| Participant deferral / active EE | $8,080 | $6,937+16.5% | $9,138-11.6% | $4,126+95.8% |
| Admin fee / account holder | $1,337 | $14,597-90.8% | $17,268-92.3% | $7,339-81.8% |