Filed August 12, 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 | $97,906 | $100,041-2.1% | $149,718-34.6% | $70,131+39.6% |
| Participation rate | 93.3% | 83.6%+9.7pp | 87.1%+6.3pp | 69.5%+23.8pp |
| Annual return | 12.14% | 27.43%-15.3pp | 1501.70%-1489.6pp | 73.14%-61.0pp |
| Employer contribution / active EE | $3,117 | $3,662-14.9% | $5,444-42.8% | $2,342+33.0% |
| Participant deferral / active EE | $3,454 | $4,983-30.7% | $6,568-47.4% | $3,332+3.7% |
| Admin fee / account holder | $1,877 | $8,286-77.4% | $11,283-83.4% | $4,645-59.6% |