Filed April 13, 2015 (most recent of 2 filings on file)
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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 | $111,744 | $201,372-44.5% | $184,260-39.4% | $145,884-23.4% |
| Participation rate | 81.8% | 87.5%-5.7pp | 86.8%-5.0pp | 80.3%+1.5pp |
| Annual return | 7.62% | 29.04%-21.4pp | 28.84%-21.2pp | 551.85%-544.2pp |
| Employer contribution / active EE | $2,094 | $7,024-70.2% | $6,427-67.4% | $4,662-55.1% |
| Participant deferral / active EE | $4,037 | $9,808-58.8% | $9,133-55.8% | $6,690-39.7% |
| Admin fee / account holder | $68,746 | $16,362+320.2% | $13,898+394.7% | $13,392+413.3% |