Filed February 24, 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 | $50,335 | $127,387-60.5% | $115,038-56.2% | $125,389-59.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.51% | 31.28%-35.8pp | 26.14%-30.7pp | 282.24%-286.8pp |
| Employer contribution / active EE | $2,695 | $5,166-47.8% | $4,608-41.5% | $4,866-44.6% |
| Participant deferral / active EE | $3,829 | $6,423-40.4% | $6,026-36.5% | $5,352-28.4% |
| Admin fee / account holder | $13,342 | $9,516+40.2% | $8,175+63.2% | $9,541+39.8% |