Filed June 23, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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.
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 | $14,234 | $94,529-84.9% | $140,019-89.8% | $64,173-77.8% |
| Participation rate | 96.2% | 84.1%+12.1pp | 87.5%+8.7pp | 69.6%+26.6pp |
| Annual return | -11.04% | 7.77%-18.8pp | 651.19%-662.2pp | 7.63%-18.7pp |
| Employer contribution / active EE | $2,009 | $3,812-47.3% | $5,605-64.2% | $2,381-15.6% |
| Participant deferral / active EE | $3,083 | $5,250-41.3% | $6,927-55.5% | $3,470-11.2% |
| Admin fee / account holder | $618 | $6,741-90.8% | $10,705-94.2% | $4,887-87.3% |