Filed March 26, 2015
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,681 | $183,539-89.8% | $155,556-88.0% | $145,897-87.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 2.17% | 61.31%-59.1pp | 64.84%-62.7pp | 552.29%-550.1pp |
| Employer contribution / active EE | $18,300 | $5,315+244.3% | $4,675+291.4% | $4,663+292.5% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $14,962 | $19,275-22.4% | $15,885-5.8% | $13,390+11.7% |