Filed August 7, 2015
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Participant 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 | $91,073 | $100,041-9.0% | $149,718-39.2% | $70,131+29.9% |
| Participation rate | 80.0% | 83.6%-3.6pp | 87.1%-7.1pp | 69.5%+10.5pp |
| Annual return | 8.30% | 27.43%-19.1pp | 1501.67%-1493.4pp | 73.14%-64.8pp |
| Employer contribution / active EE | $4,669 | $3,662+27.5% | $5,445-14.2% | $2,342+99.3% |
| Participant deferral / active EE | $1,928 | $4,983-61.3% | $6,569-70.7% | $3,332-42.1% |
| Admin fee / account holder | $3,855 | $8,286-53.5% | $11,283-65.8% | $4,645-17.0% |