Filed December 17, 2014 (most recent of 2 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,501 | $138,393+93.3% | $184,256+45.2% | $80,959+230.4% |
| Participation rate | 95.8% | 83.9%+11.9pp | 86.8%+9.0pp | 67.7%+28.2pp |
| Annual return | 12.76% | 20.01%-7.3pp | 28.85%-16.1pp | 35.67%-22.9pp |
| Employer contribution / active EE | $25,150 | $4,847+418.8% | $6,427+291.3% | $2,757+812.2% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $14,156 | $10,489+35.0% | $13,899+1.8% | $6,925+104.4% |