Filed March 2, 2015
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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 | $55,427 | $100,041-44.6% | $149,718-63.0% | $70,131-21.0% |
| Participation rate | 83.1% | 83.6%-0.5pp | 87.1%-4.0pp | 69.5%+13.5pp |
| Annual return | 24.75% | 27.43%-2.7pp | 1501.70%-1477.0pp | 73.14%-48.4pp |
| Employer contribution / active EE | $1,049 | $3,662-71.3% | $5,444-80.7% | $2,342-55.2% |
| Participant deferral / active EE | $3,517 | $4,983-29.4% | $6,568-46.5% | $3,332+5.5% |
| Admin fee / account holder | $3,585 | $8,286-56.7% | $11,283-68.2% | $4,645-22.8% |