Filed August 10, 2015 (most recent of 2 filings on file)
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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 | $131,805 | $123,478+6.7% | $216,567-39.1% | $94,015+40.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 81.6%+18.4pp | 70.8%+29.2pp |
| Annual return | 9.34% | 23.61%-14.3pp | 12.94%-3.6pp | 17.84%-8.5pp |
| Employer contribution / active EE | $2,897 | $3,136-7.6% | $5,216-44.5% | $2,790+3.8% |
| Participant deferral / active EE | $8,289 | $4,556+81.9% | $6,191+33.9% | $4,249+95.1% |
| Admin fee / account holder | $6,091 | $12,753-52.2% | $21,981-72.3% | $8,951-31.9% |