Filed April 7, 2015
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $79,684 | $65,704+21.3% | $94,229-15.4% | $59,633+33.6% |
| Participation rate | 95.0% | 72.1%+22.9pp | 78.8%+16.2pp | 68.7%+26.3pp |
| Annual return | -4.82% | 5.22%-10.0pp | 10.68%-15.5pp | 2041.45%-2046.3pp |
| Employer contribution / active EE | $6,999 | $2,021+246.4% | $3,587+95.1% | $2,203+217.8% |
| Participant deferral / active EE | $350 | $3,143-88.9% | $4,320-91.9% | $3,192-89.0% |
| Admin fee / account holder | $13,172 | $4,265+208.9% | $6,269+110.1% | $4,297+206.5% |