Filed December 30, 2014
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,889 | $127,386-46.7% | $115,037-41.0% | $125,388-45.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.43% | 31.28%-30.8pp | 26.14%-25.7pp | 282.24%-281.8pp |
| Employer contribution / active EE | $2,177 | $5,166-57.9% | $4,608-52.8% | $4,866-55.3% |
| Participant deferral / active EE | $1,632 | $6,423-74.6% | $6,026-72.9% | $5,352-69.5% |
| Admin fee / account holder | $1,366 | $9,516-85.6% | $8,175-83.3% | $9,541-85.7% |