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 | $61,790 | $125,797-50.9% | $170,043-63.7% | $75,173-17.8% |
| Participation rate | 98.5% | 83.6%+14.9pp | 87.0%+11.5pp | 67.2%+31.3pp |
| Annual return | 10.41% | 27.20%-16.8pp | 53.40%-43.0pp | 160.72%-150.3pp |
| Employer contribution / active EE | $1,644 | $4,616-64.4% | $6,790-75.8% | $2,671-38.4% |
| Participant deferral / active EE | $5,060 | $6,838-26.0% | $10,410-51.4% | $4,126+22.6% |
| Admin fee / account holder | $2,323 | $8,177-71.6% | $12,824-81.9% | $5,651-58.9% |