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 | $77,432 | $93,589-17.3% | $135,942-43.0% | $75,181+3.0% |
| Participation rate | 78.8% | 75.2%+3.6pp | 81.9%-3.1pp | 67.2%+11.6pp |
| Annual return | 17.69% | 30.90%-13.2pp | 68.28%-50.6pp | 160.69%-143.0pp |
| Employer contribution / active EE | $635 | $3,537-82.0% | $4,858-86.9% | $2,671-76.2% |
| Participant deferral / active EE | $3,900 | $6,405-39.1% | $7,759-49.7% | $4,126-5.5% |
| Admin fee / account holder | $6,313 | $6,977-9.5% | $10,764-41.4% | $5,650+11.7% |