Filed January 22, 2015
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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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,447 | $146,267+12.4% | $197,124-16.6% | $82,448+99.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 10.49% | 29.61%-19.1pp | 44.34%-33.9pp | 41.64%-31.1pp |
| Employer contribution / active EE | $4,901 | $4,723+3.8% | $6,227-21.3% | $2,551+92.1% |
| Participant deferral / active EE | $4,264 | $7,035-39.4% | $9,135-53.3% | $4,139+3.0% |
| Admin fee / account holder | $50,625 | $14,422+251.0% | $16,298+210.6% | $7,234+599.8% |