Filed November 3, 2015 (most recent of 2 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.
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 | $22,338 | $86,298-74.1% | $111,308-79.9% | $85,847-74.0% |
| Participation rate | 81.4% | 73.3%+8.0pp | 77.3%+4.0pp | 69.3%+12.0pp |
| Annual return | 10.72% | 19.99%-9.3pp | 54.67%-43.9pp | 318.61%-307.9pp |
| Employer contribution / active EE | $1,541 | $2,044-24.6% | $2,732-43.6% | $2,565-39.9% |
| Participant deferral / active EE | $2,135 | $3,641-41.3% | $4,487-52.4% | $3,952-46.0% |
| Admin fee / account holder | $1,588 | $8,189-80.6% | $7,965-80.1% | $6,261-74.6% |