Filed January 29, 2015
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Participant 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 | $33,920 | $107,353-68.4% | $92,903-63.5% | $152,885-77.8% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.5%+5.0pp |
| Annual return | 22.77% | 145.62%-122.8pp | 109.43%-86.7pp | 345.39%-322.6pp |
| Employer contribution / active EE | $1,798 | $4,222-57.4% | $3,653-50.8% | $4,763-62.3% |
| Participant deferral / active EE | $938 | $4,848-80.6% | $4,238-77.9% | $5,851-84.0% |
| Admin fee / account holder | $2,734 | $7,081-61.4% | $5,795-52.8% | $11,598-76.4% |