Filed April 15, 2015 (most recent of 4 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,554 | $82,028-68.8% | $123,105-79.2% | $59,633-57.1% |
| Participation rate | 92.7% | 83.2%+9.5pp | 86.8%+5.9pp | 68.7%+24.0pp |
| Annual return | -0.72% | 5.12%-5.8pp | 13.22%-13.9pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $2,030 | $3,297-38.4% | $5,151-60.6% | $2,203-7.8% |
| Participant deferral / active EE | $2,225 | $4,667-52.3% | $6,229-64.3% | $3,192-30.3% |
| Admin fee / account holder | $3,315 | $5,879-43.6% | $9,014-63.2% | $4,297-22.8% |