Filed October 13, 2015 (most recent of 3 filings on file)
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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,030 | $45,050+104.3% | $63,018+46.0% | $70,126+31.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 10.38% | 18.76%-8.4pp | 87.62%-77.2pp | 73.15%-62.8pp |
| Employer contribution / active EE | $6,858 | $2,052+234.2% | $2,761+148.4% | $2,343+192.8% |
| Participant deferral / active EE | $3,429 | $2,466+39.1% | $3,330+3.0% | $3,332+2.9% |
| Admin fee / account holder | $10,654 | $2,834+275.9% | $3,601+195.9% | $4,645+129.3% |