Filed April 15, 2015 (most recent of 4 filings on file)
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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.)
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 | $27,419 | $87,834-68.8% | $133,975-79.5% | $62,881-56.4% |
| Participation rate | 91.6% | 83.4%+8.2pp | 87.1%+4.5pp | 69.3%+22.3pp |
| Annual return | 5.68% | 12.05%-6.4pp | 29.29%-23.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,551 | $3,482-55.5% | $5,211-70.2% | $2,281-32.0% |
| Participant deferral / active EE | $2,033 | $4,812-57.8% | $6,282-67.6% | $3,203-36.5% |
| Admin fee / account holder | $7,379 | $5,372+37.4% | $9,324-20.9% | $4,296+71.8% |