Filed December 15, 2014 (most recent of 3 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,715 | $138,393-72.7% | $184,256-79.5% | $80,959-53.4% |
| Participation rate | 82.1% | 83.9%-1.8pp | 86.8%-4.7pp | 67.7%+14.5pp |
| Annual return | 10.95% | 20.01%-9.1pp | 28.85%-17.9pp | 35.67%-24.7pp |
| Employer contribution / active EE | $1,984 | $4,847-59.1% | $6,427-69.1% | $2,757-28.0% |
| Participant deferral / active EE | $1,687 | $7,076-76.2% | $9,133-81.5% | $4,300-60.8% |
| Admin fee / account holder | $887 | $10,489-91.5% | $13,899-93.6% | $6,925-87.2% |