Filed February 10, 2015 (most recent of 3 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 | $122,038 | $138,393-11.8% | $184,256-33.8% | $80,959+50.7% |
| Participation rate | 92.6% | 83.9%+8.7pp | 86.8%+5.8pp | 67.7%+24.9pp |
| Annual return | 8.94% | 20.01%-11.1pp | 28.85%-19.9pp | 35.67%-26.7pp |
| Employer contribution / active EE | $5,807 | $4,847+19.8% | $6,427-9.6% | $2,757+110.6% |
| Participant deferral / active EE | $3,409 | $7,076-51.8% | $9,133-62.7% | $4,300-20.7% |
| Admin fee / account holder | $8,847 | $10,489-15.7% | $13,899-36.3% | $6,925+27.7% |