Filed May 26, 2015
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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,489 | $49,976+49.0% | $66,674+11.7% | $82,637-9.9% |
| Participation rate | 97.0% | 63.1%+33.9pp | 73.7%+23.3pp | 68.1%+28.9pp |
| Annual return | 12.08% | 39.09%-27.0pp | 321.24%-309.2pp | 53.51%-41.4pp |
| Employer contribution / active EE | $3,672 | $1,988+84.7% | $2,620+40.1% | $2,552+43.9% |
| Participant deferral / active EE | $7,921 | $2,847+178.3% | $4,084+93.9% | $4,126+92.0% |
| Admin fee / account holder | $51,316 | $4,594+1017.2% | $5,098+906.6% | $7,339+599.2% |