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 | $97,226 | $78,707+23.5% | $117,861-17.5% | $70,126+38.6% |
| Participation rate | 98.7% | 73.2%+25.5pp | 79.7%+19.0pp | 69.5%+29.1pp |
| Annual return | 9.22% | 23.30%-14.1pp | 335.11%-325.9pp | 73.15%-63.9pp |
| Employer contribution / active EE | $1,790 | $2,223-19.5% | $3,786-52.7% | $2,343-23.6% |
| Participant deferral / active EE | $5,303 | $3,297+60.8% | $4,482+18.3% | $3,332+59.2% |
| Admin fee / account holder | $5,618 | $5,066+10.9% | $8,021-30.0% | $4,645+20.9% |