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 | $147,893 | $100,060+47.8% | $149,721-1.2% | $70,126+110.9% |
| Participation rate | 97.7% | 83.6%+14.1pp | 87.1%+10.6pp | 69.5%+28.1pp |
| Annual return | 17.92% | 27.46%-9.5pp | 1501.67%-1483.8pp | 73.15%-55.2pp |
| Employer contribution / active EE | $13,649 | $3,661+272.8% | $5,444+150.7% | $2,343+482.7% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $12,793 | $8,285+54.4% | $11,282+13.4% | $4,645+175.4% |