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 | $138,366-11.8% | $184,185-33.7% | $80,911+50.8% |
| Participation rate | 92.6% | 83.9%+8.7pp | 86.8%+5.8pp | 67.6%+24.9pp |
| Annual return | 8.94% | 20.02%-11.1pp | 28.81%-19.9pp | 35.63%-26.7pp |
| Employer contribution / active EE | $5,807 | $4,849+19.8% | $6,426-9.6% | $2,756+110.7% |
| Participant deferral / active EE | $3,409 | $7,074-51.8% | $9,132-62.7% | $4,297-20.7% |
| Admin fee / account holder | $8,847 | $10,484-15.6% | $13,909-36.4% | $6,935+27.6% |