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 | $133,872 | $48,314+177.1% | $67,561+98.1% | $80,925+65.4% |
| Participation rate | 92.5% | 66.4%+26.1pp | 72.9%+19.6pp | 67.7%+24.8pp |
| Annual return | 10.74% | 18.28%-7.5pp | 3525.44%-3514.7pp | 35.65%-24.9pp |
| Employer contribution / active EE | $6,827 | $2,022+237.7% | $2,735+149.6% | $2,756+147.7% |
| Participant deferral / active EE | $3,395 | $2,927+16.0% | $4,003-15.2% | $4,299-21.0% |
| Admin fee / account holder | $1,772 | $3,690-52.0% | $4,006-55.8% | $6,940-74.5% |