Filed June 24, 2015 (most recent of 2 filings on file)
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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 | $63,680 | $79,523-19.9% | $140,019-54.5% | $56,289+13.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -21.46% | 2.39%-23.8pp | 651.17%-672.6pp | -9.96%-11.5pp |
| Employer contribution / active EE | $2,834 | $3,350-15.4% | $5,605-49.4% | $2,111+34.2% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1,265 | $614+105.9% | $10,705-88.2% | $521+142.8% |