Filed July 25, 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 | $44,230 | $39,162+12.9% | $100,671-56.1% | $59,633-25.8% |
| Participation rate | 91.4% | 55.9%+35.6pp | 70.7%+20.7pp | 68.7%+22.8pp |
| Annual return | -3.25% | 21.07%-24.3pp | 20.43%-23.7pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $1,375 | $1,151+19.5% | $4,012-65.7% | $2,203-37.6% |
| Participant deferral / active EE | $6,004 | $1,992+201.4% | $3,144+91.0% | $3,192+88.1% |
| Admin fee / account holder | $1,077 | $2,969-63.7% | $4,850-77.8% | $4,297-74.9% |