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.)
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 | $21,543 | $184,000-88.3% | $162,185-86.7% | $152,914-85.9% |
| Participation rate | 95.7% | 88.5%+7.1pp | 87.6%+8.1pp | 82.5%+13.2pp |
| Annual return | 28.55% | 150.80%-122.2pp | 115.61%-87.1pp | 345.48%-316.9pp |
| Employer contribution / active EE | $2,154 | $6,370-66.2% | $5,613-61.6% | $4,764-54.8% |
| Participant deferral / active EE | $4,159 | $8,033-48.2% | $7,297-43.0% | $5,852-28.9% |
| Admin fee / account holder | $510 | $13,124-96.1% | $10,844-95.3% | $11,601-95.6% |