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 | $33,864 | $197,627-82.9% | $177,839-81.0% | $158,988-78.7% |
| Participation rate | 95.5% | 88.5%+6.9pp | 87.7%+7.7pp | 82.0%+13.5pp |
| Annual return | 19.41% | 58.77%-39.4pp | 48.33%-28.9pp | 303.00%-283.6pp |
| Employer contribution / active EE | $2,156 | $6,699-67.8% | $5,919-63.6% | $4,763-54.7% |
| Participant deferral / active EE | $4,114 | $8,405-51.1% | $7,714-46.7% | $5,983-31.2% |
| Admin fee / account holder | $623 | $15,408-96.0% | $12,432-95.0% | $11,252-94.5% |