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 | $53,638 | $94,529-43.3% | $140,019-61.7% | $64,173-16.4% |
| Participation rate | 93.1% | 84.1%+9.0pp | 87.5%+5.6pp | 69.6%+23.5pp |
| Annual return | -4.07% | 7.77%-11.8pp | 651.17%-655.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,097 | $3,812-71.2% | $5,605-80.4% | $2,381-53.9% |
| Participant deferral / active EE | $3,887 | $5,250-26.0% | $6,927-43.9% | $3,470+12.0% |
| Admin fee / account holder | $3,351 | $6,741-50.3% | $10,705-68.7% | $4,887-31.4% |