Filed February 2, 2015
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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 | $32,667 | $148,629-78.0% | $135,982-76.0% | $139,487-76.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.81% | 79.33%-71.5pp | 68.32%-60.5pp | 373.84%-366.0pp |
| Employer contribution / active EE | $3,616 | $5,247-31.1% | $4,859-25.6% | $4,755-23.9% |
| Participant deferral / active EE | $6,851 | $8,102-15.4% | $7,760-11.7% | $6,713+2.1% |
| Admin fee / account holder | $75,315 | $12,406+507.1% | $10,767+599.5% | $11,407+560.2% |