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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,625 | $82,028+34.9% | $123,105-10.1% | $59,633+85.5% |
| Participation rate | 97.6% | 83.2%+14.4pp | 86.8%+10.8pp | 68.7%+28.9pp |
| Annual return | -1.02% | 5.12%-6.1pp | 13.22%-14.2pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $17,092 | $3,297+418.5% | $5,151+231.8% | $2,203+676.0% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $367 | $5,879-93.8% | $9,014-95.9% | $4,297-91.5% |