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 | $114,712+14.9% | $173,730-24.1% | $87,485+50.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 9.34% | 20.18%-10.8pp | 19.96%-10.6pp | 26.06%-16.7pp |
| Employer contribution / active EE | $2,897 | $2,904-0.3% | $4,577-36.7% | $2,596+11.6% |
| Participant deferral / active EE | $8,289 | $4,642+78.6% | $6,326+31.0% | $4,274+93.9% |
| Admin fee / account holder | $6,091 | $10,210-40.3% | $17,523-65.2% | $7,775-21.7% |