Filed November 30, 2015
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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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $351,142 | $118,877+195.4% | $96,570+263.6% | $167,536+109.6% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.8%+15.9pp | 82.1%+3.6pp |
| Annual return | 6.66% | 50.50%-43.8pp | 37.79%-31.1pp | 478.82%-472.2pp |
| Employer contribution / active EE | $1,000 | $3,121-68.0% | $2,357-57.6% | $4,839-79.3% |
| Participant deferral / active EE | $12,098 | $4,617+162.1% | $3,849+214.3% | $6,342+90.8% |
| Admin fee / account holder | $8,345 | $8,069+3.4% | $6,182+35.0% | $12,315-32.2% |