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 | $191,096 | $123,793+54.4% | $177,848+7.4% | $79,856+139.3% |
| Participation rate | 97.4% | 84.7%+12.8pp | 87.7%+9.7pp | 69.6%+27.8pp |
| Annual return | 14.61% | 22.82%-8.2pp | 48.33%-33.7pp | 31.71%-17.1pp |
| Employer contribution / active EE | $21,686 | $4,095+429.5% | $5,919+266.4% | $2,471+777.5% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $10,108 | $7,243+39.6% | $12,431-18.7% | $5,306+90.5% |