Filed July 6, 2015 (most recent of 5 filings on file)
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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.
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 | $21,188 | $74,089-71.4% | $133,975-84.2% | $55,167-61.6% |
| Participation rate | 75.0% | 84.3%-9.3pp | 87.1%-12.1pp | 69.0%+6.0pp |
| Annual return | 4.21% | 12.11%-7.9pp | 29.29%-25.1pp | 169.23%-165.0pp |
| Employer contribution / active EE | $0 | $3,064-100.0% | $5,211-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,219 | $4,678-52.6% | $6,282-64.7% | $3,054-27.4% |
| Admin fee / account holder | $791 | $458+72.7% | $9,324-91.5% | $504+57.0% |