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 | $131,896 | $53,837+145.0% | $75,714+74.2% | $85,847+53.6% |
| Participation rate | 91.2% | 69.1%+22.1pp | 74.8%+16.3pp | 69.3%+21.9pp |
| Annual return | 10.61% | 24.54%-13.9pp | 104.62%-94.0pp | 318.61%-308.0pp |
| Employer contribution / active EE | $6,264 | $2,017+210.5% | $2,744+128.3% | $2,565+144.2% |
| Participant deferral / active EE | $3,131 | $2,895+8.1% | $3,820-18.0% | $3,952-20.8% |
| Admin fee / account holder | $4,294 | $3,339+28.6% | $3,619+18.7% | $6,261-31.4% |