Filed June 26, 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.)
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 | $44,090 | $149,446-70.5% | $256,809-82.8% | $94,015-53.1% |
| Participation rate | 72.2% | 85.3%-13.1pp | 88.5%-16.3pp | 70.8%+1.4pp |
| Annual return | 14.85% | 17.55%-2.7pp | 32.73%-17.9pp | 17.84%-3.0pp |
| Employer contribution / active EE | $1,349 | $4,596-70.7% | $7,263-81.4% | $2,790-51.7% |
| Participant deferral / active EE | $3,142 | $6,491-51.6% | $9,520-67.0% | $4,249-26.1% |
| Admin fee / account holder | $2,077 | $24,035-91.4% | $25,146-91.7% | $8,951-76.8% |