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 | $156,781 | $109,359+43.4% | $162,185-3.3% | $72,976+114.8% |
| Participation rate | 98.0% | 84.3%+13.7pp | 87.6%+10.4pp | 69.5%+28.5pp |
| Annual return | 22.08% | 25.46%-3.4pp | 115.61%-93.5pp | 81.02%-58.9pp |
| Employer contribution / active EE | $15,638 | $3,907+300.2% | $5,613+178.6% | $2,440+540.9% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $15,059 | $7,972+88.9% | $10,844+38.9% | $5,124+193.9% |