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 | $56,810 | $87,834-35.3% | $133,975-57.6% | $62,881-9.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 3.54% | 12.05%-8.5pp | 29.29%-25.8pp | 20.14%-16.6pp |
| Employer contribution / active EE | $4,869 | $3,482+39.8% | $5,211-6.6% | $2,281+113.5% |
| Participant deferral / active EE | $2,452 | $4,812-49.0% | $6,282-61.0% | $3,203-23.4% |
| Admin fee / account holder | $1,961 | $5,372-63.5% | $9,324-79.0% | $4,296-54.3% |