Filed March 2, 2015 (most recent of 3 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 | $19,851 | $82,028-75.8% | $123,105-83.9% | $59,633-66.7% |
| Participation rate | 87.1% | 83.2%+3.9pp | 86.8%+0.3pp | 68.7%+18.4pp |
| Annual return | -1.07% | 5.12%-6.2pp | 13.22%-14.3pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $1,278 | $3,297-61.2% | $5,151-75.2% | $2,203-42.0% |
| Participant deferral / active EE | $3,515 | $4,667-24.7% | $6,229-43.6% | $3,192+10.1% |
| Admin fee / account holder | $316 | $5,879-94.6% | $9,014-96.5% | $4,297-92.6% |