Filed December 17, 2014 (most recent of 2 filings on file)
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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 | $206,268 | $110,083+87.4% | $151,645+36.0% | $68,490+201.2% |
| Participation rate | 95.2% | 84.0%+11.3pp | 87.5%+7.7pp | 67.9%+27.3pp |
| Annual return | -21.57% | -10.12%-11.5pp | 3.34%-24.9pp | -7.85%-13.7pp |
| Employer contribution / active EE | $4,407 | $4,470-1.4% | $6,165-28.5% | $2,597+69.7% |
| Participant deferral / active EE | $13,359 | $6,526+104.7% | $8,363+59.7% | $4,028+231.7% |
| Admin fee / account holder | $2,021 | $7,718-73.8% | $11,614-82.6% | $5,403-62.6% |