Filed February 20, 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 | $105,244 | $71,878+46.4% | $86,698+21.4% | $68,486+53.7% |
| Participation rate | 89.5% | 72.2%+17.2pp | 76.6%+12.9pp | 67.9%+21.6pp |
| Annual return | -18.95% | 3.53%-22.5pp | 35.95%-54.9pp | -7.85%-11.1pp |
| Employer contribution / active EE | $2,910 | $2,173+33.9% | $2,837+2.6% | $2,597+12.1% |
| Participant deferral / active EE | $7,150 | $3,779+89.2% | $4,656+53.6% | $4,028+77.5% |
| Admin fee / account holder | $12,563 | $6,113+105.5% | $7,493+67.7% | $5,404+132.5% |