Filed April 27, 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 | $54,721 | $143,969-62.0% | $199,883-72.6% | $82,637-33.8% |
| Participation rate | 94.9% | 84.1%+10.7pp | 86.8%+8.1pp | 68.1%+26.8pp |
| Annual return | 12.98% | 25.67%-12.7pp | 43.81%-30.8pp | 53.51%-40.5pp |
| Employer contribution / active EE | $3,011 | $4,632-35.0% | $6,261-51.9% | $2,552+18.0% |
| Participant deferral / active EE | $4,018 | $6,937-42.1% | $9,138-56.0% | $4,126-2.6% |
| Admin fee / account holder | $9,643 | $14,597-33.9% | $17,268-44.2% | $7,339+31.4% |