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 | $39,702 | $94,529-58.0% | $140,019-71.6% | $64,173-38.1% |
| Participation rate | 92.0% | 84.1%+7.9pp | 87.5%+4.5pp | 69.6%+22.4pp |
| Annual return | -2.55% | 7.77%-10.3pp | 651.17%-653.7pp | 7.63%-10.2pp |
| Employer contribution / active EE | $2,117 | $3,812-44.5% | $5,605-62.2% | $2,381-11.1% |
| Participant deferral / active EE | $1,630 | $5,250-69.0% | $6,927-76.5% | $3,470-53.0% |
| Admin fee / account holder | $16,802 | $6,741+149.3% | $10,705+57.0% | $4,887+243.8% |