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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,611 | $100,060-47.4% | $149,721-64.9% | $70,126-25.0% |
| Participation rate | 92.9% | 83.6%+9.3pp | 87.1%+5.8pp | 69.5%+23.3pp |
| Annual return | 13.87% | 27.46%-13.6pp | 1501.67%-1487.8pp | 73.15%-59.3pp |
| Employer contribution / active EE | $2,324 | $3,661-36.5% | $5,444-57.3% | $2,343-0.8% |
| Participant deferral / active EE | $1,048 | $4,982-79.0% | $6,568-84.0% | $3,332-68.6% |
| Admin fee / account holder | $3,274 | $8,285-60.5% | $11,282-71.0% | $4,645-29.5% |