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 | $141,957 | $94,529+50.2% | $140,019+1.4% | $64,173+121.2% |
| Participation rate | 97.7% | 84.1%+13.6pp | 87.5%+10.2pp | 69.6%+28.1pp |
| Annual return | -8.26% | 7.77%-16.0pp | 651.17%-659.4pp | 7.63%-15.9pp |
| Employer contribution / active EE | $14,885 | $3,812+290.4% | $5,605+165.6% | $2,381+525.2% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $682 | $6,741-89.9% | $10,705-93.6% | $4,887-86.1% |