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 | $240,273 | $125,797+91.0% | $170,057+41.3% | $75,177+219.6% |
| Participation rate | 95.6% | 83.6%+12.0pp | 87.0%+8.5pp | 67.2%+28.4pp |
| Annual return | 17.54% | 27.20%-9.7pp | 53.42%-35.9pp | 160.75%-143.2pp |
| Employer contribution / active EE | $24,344 | $4,616+427.4% | $6,790+258.5% | $2,671+811.4% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,732 | $8,177-42.1% | $12,826-63.1% | $5,651-16.3% |