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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,733 | $87,834+38.6% | $133,975-9.1% | $62,881+93.6% |
| Participation rate | 97.7% | 83.4%+14.4pp | 87.1%+10.7pp | 69.3%+28.4pp |
| Annual return | 5.51% | 12.05%-6.5pp | 29.29%-23.8pp | 20.14%-14.6pp |
| Employer contribution / active EE | $15,685 | $3,482+350.4% | $5,211+201.0% | $2,281+587.7% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,403 | $5,372-73.9% | $9,324-85.0% | $4,296-67.3% |