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 | $26,712 | $87,834-69.6% | $133,975-80.1% | $62,881-57.5% |
| Participation rate | 88.2% | 83.4%+4.8pp | 87.1%+1.1pp | 69.3%+18.9pp |
| Annual return | 9.29% | 12.05%-2.8pp | 29.29%-20.0pp | 20.14%-10.9pp |
| Employer contribution / active EE | $1,268 | $3,482-63.6% | $5,211-75.7% | $2,281-44.4% |
| Participant deferral / active EE | $3,698 | $4,812-23.2% | $6,282-41.1% | $3,203+15.4% |
| Admin fee / account holder | $324 | $5,372-94.0% | $9,324-96.5% | $4,296-92.5% |