Filed April 1, 2015
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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 | $71,126 | $67,894+4.8% | $89,340-20.4% | $82,448-13.7% |
| Participation rate | 98.8% | 64.0%+34.8pp | 69.6%+29.3pp | 68.1%+30.8pp |
| Annual return | 9.09% | 19.21%-10.1pp | 20.57%-11.5pp | 41.64%-32.5pp |
| Employer contribution / active EE | $2,198 | $1,828+20.3% | $2,231-1.5% | $2,551-13.8% |
| Participant deferral / active EE | $3,382 | $3,072+10.1% | $3,823-11.5% | $4,139-18.3% |
| Admin fee / account holder | $1,468 | $5,723-74.4% | $6,704-78.1% | $7,234-79.7% |