Filed March 2, 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 | $66,665 | $146,267-54.4% | $197,124-66.2% | $82,448-19.1% |
| Participation rate | 98.6% | 84.0%+14.6pp | 86.7%+11.9pp | 68.1%+30.6pp |
| Annual return | 10.01% | 29.61%-19.6pp | 44.34%-34.3pp | 41.64%-31.6pp |
| Employer contribution / active EE | $1,857 | $4,723-60.7% | $6,227-70.2% | $2,551-27.2% |
| Participant deferral / active EE | $4,681 | $7,035-33.5% | $9,135-48.8% | $4,139+13.1% |
| Admin fee / account holder | $5,029 | $14,422-65.1% | $16,298-69.1% | $7,234-30.5% |