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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,788 | $100,060+18.7% | $149,721-20.7% | $70,126+69.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 10.89% | 27.46%-16.6pp | 1501.67%-1490.8pp | 73.15%-62.3pp |
| Employer contribution / active EE | $3,899 | $3,661+6.5% | $5,444-28.4% | $2,343+66.5% |
| Participant deferral / active EE | $3,988 | $4,982-19.9% | $6,568-39.3% | $3,332+19.7% |
| Admin fee / account holder | $1,701 | $8,285-79.5% | $11,282-84.9% | $4,645-63.4% |