Filed March 26, 2015
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,344 | $167,353-97.4% | $143,797-97.0% | $134,545-96.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.33% | 0.48%-12.8pp | -0.04%-12.3pp | 418.37%-430.7pp |
| Employer contribution / active EE | $17,767 | $5,620+216.1% | $4,952+258.8% | $4,742+274.7% |
| Participant deferral / active EE | $18,696 | $6,447+190.0% | $5,638+231.6% | $6,401+192.1% |
| Admin fee / account holder | $1,165,537 | $18,096+6340.9% | $14,679+7840.1% | $11,431+10096.6% |