Filed February 12, 2015 (most recent of 3 filings on file)
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Employer 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 | $64,726 | $82,674-21.7% | $125,381-48.4% | $68,486-5.5% |
| Participation rate | 79.4% | 75.1%+4.4pp | 82.4%-3.0pp | 67.9%+11.5pp |
| Annual return | -16.58% | -5.97%-10.6pp | 572.31%-588.9pp | -7.85%-8.7pp |
| Employer contribution / active EE | $603 | $3,382-82.2% | $4,815-87.5% | $2,597-76.8% |
| Participant deferral / active EE | $3,552 | $6,111-41.9% | $7,448-52.3% | $4,028-11.8% |
| Admin fee / account holder | $3,353 | $6,277-46.6% | $10,007-66.5% | $5,404-38.0% |