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 | $62,140 | $138,385-55.1% | $184,243-66.3% | $80,925-23.2% |
| Participation rate | 97.2% | 83.9%+13.3pp | 86.8%+10.4pp | 67.7%+29.6pp |
| Annual return | 10.18% | 20.02%-9.8pp | 28.82%-18.6pp | 35.65%-25.5pp |
| Employer contribution / active EE | $1,573 | $4,851-67.6% | $6,427-75.5% | $2,756-42.9% |
| Participant deferral / active EE | $4,541 | $7,075-35.8% | $9,132-50.3% | $4,299+5.6% |
| Admin fee / account holder | $9,719 | $10,489-7.3% | $13,914-30.1% | $6,940+40.0% |