Filed June 26, 2015 (most recent of 2 filings on file)
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Employer 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 | $39,942 | $110,083-63.7% | $151,645-73.7% | $68,490-41.7% |
| Participation rate | 80.6% | 84.0%-3.3pp | 87.5%-6.8pp | 67.9%+12.7pp |
| Annual return | -22.20% | -10.12%-12.1pp | 3.34%-25.5pp | -7.85%-14.3pp |
| Employer contribution / active EE | $975 | $4,470-78.2% | $6,165-84.2% | $2,597-62.5% |
| Participant deferral / active EE | $3,381 | $6,526-48.2% | $8,363-59.6% | $4,028-16.0% |
| Admin fee / account holder | $5,342 | $7,718-30.8% | $11,614-54.0% | $5,403-1.1% |