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 | $33,637 | $100,060-66.4% | $149,721-77.5% | $70,126-52.0% |
| Participation rate | 93.3% | 83.6%+9.8pp | 87.1%+6.3pp | 69.5%+23.8pp |
| Annual return | 15.37% | 27.46%-12.1pp | 1501.67%-1486.3pp | 73.15%-57.8pp |
| Employer contribution / active EE | $1,378 | $3,661-62.4% | $5,444-74.7% | $2,343-41.2% |
| Participant deferral / active EE | $4,216 | $4,982-15.4% | $6,568-35.8% | $3,332+26.5% |
| Admin fee / account holder | $324 | $8,285-96.1% | $11,282-97.1% | $4,645-93.0% |