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 | $66,665 | $145,431-54.2% | $211,142-68.4% | $87,485-23.8% |
| Participation rate | 98.6% | 84.7%+13.9pp | 87.3%+11.4pp | 68.9%+29.7pp |
| Annual return | 10.01% | 27.21%-17.2pp | 46.84%-36.8pp | 26.06%-16.0pp |
| Employer contribution / active EE | $1,857 | $4,662-60.2% | $6,442-71.2% | $2,596-28.5% |
| Participant deferral / active EE | $4,681 | $6,859-31.8% | $9,284-49.6% | $4,274+9.5% |
| Admin fee / account holder | $5,029 | $17,052-70.5% | $19,076-73.6% | $7,775-35.3% |