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 | $167,323-97.4% | $143,770-97.0% | $134,493-96.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.33% | 0.47%-12.8pp | -0.04%-12.3pp | 418.01%-430.3pp |
| Employer contribution / active EE | $17,767 | $5,619+216.2% | $4,951+258.8% | $4,740+274.8% |
| Participant deferral / active EE | $18,696 | $6,446+190.0% | $5,638+231.6% | $6,400+192.1% |
| Admin fee / account holder | $1,165,537 | $18,088+6343.6% | $14,673+7843.5% | $11,425+10101.7% |