Filed February 12, 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 | $22,265 | $82,032-72.9% | $123,106-81.9% | $59,633-62.7% |
| Participation rate | 87.1% | 83.2%+3.9pp | 86.8%+0.4pp | 68.7%+18.5pp |
| Annual return | -1.13% | 5.12%-6.2pp | 13.22%-14.3pp | 2041.40%-2042.5pp |
| Employer contribution / active EE | $1,476 | $3,297-55.2% | $5,151-71.4% | $2,203-33.0% |
| Participant deferral / active EE | $2,501 | $4,667-46.4% | $6,229-59.9% | $3,192-21.6% |
| Admin fee / account holder | $904 | $5,881-84.6% | $9,015-90.0% | $4,297-79.0% |