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 | $61,729 | $138,076-55.3% | $123,553-50.0% | $135,380-54.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.14% | 153.70%-164.8pp | 119.21%-130.3pp | 519.81%-530.9pp |
| Employer contribution / active EE | $1,427 | $5,152-72.3% | $4,628-69.2% | $4,779-70.1% |
| Participant deferral / active EE | $5,027 | $6,800-26.1% | $6,426-21.8% | $5,609-10.4% |
| Admin fee / account holder | $749 | $10,917-93.1% | $9,284-91.9% | $10,828-93.1% |