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 | $57,123 | $123,793-53.9% | $177,848-67.9% | $79,856-28.5% |
| Participation rate | 91.9% | 84.7%+7.3pp | 87.7%+4.2pp | 69.6%+22.3pp |
| Annual return | 10.12% | 22.82%-12.7pp | 48.33%-38.2pp | 31.71%-21.6pp |
| Employer contribution / active EE | $1,594 | $4,095-61.1% | $5,919-73.1% | $2,471-35.5% |
| Participant deferral / active EE | $3,797 | $5,956-36.3% | $7,714-50.8% | $3,741+1.5% |
| Admin fee / account holder | $1,574 | $7,243-78.3% | $12,431-87.3% | $5,306-70.3% |