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 | $34,712 | $100,060-65.3% | $149,721-76.8% | $70,126-50.5% |
| Participation rate | 97.4% | 83.6%+13.8pp | 87.1%+10.3pp | 69.5%+27.8pp |
| Annual return | 37.86% | 27.46%+10.4pp | 1501.67%-1463.8pp | 73.15%-35.3pp |
| Employer contribution / active EE | $1,818 | $3,661-50.3% | $5,444-66.6% | $2,343-22.4% |
| Participant deferral / active EE | $3,394 | $4,982-31.9% | $6,568-48.3% | $3,332+1.9% |
| Admin fee / account holder | $9,113 | $8,285+10.0% | $11,282-19.2% | $4,645+96.2% |