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 | $71,660 | $150,447-52.4% | $136,298-47.4% | $147,586-51.4% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 23.94% | 1049.15%-1025.2pp | 5156.27%-5132.3pp | 578.59%-554.7pp |
| Employer contribution / active EE | $5,171 | $5,256-1.6% | $4,696+10.1% | $4,876+6.0% |
| Participant deferral / active EE | $2,017 | $6,631-69.6% | $6,247-67.7% | $5,439-62.9% |
| Admin fee / account holder | $3,182 | $10,906-70.8% | $9,244-65.6% | $10,886-70.8% |