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 | $121,307 | $91,536+32.5% | $130,062-6.7% | $75,177+61.4% |
| Participation rate | 95.5% | 71.5%+24.0pp | 78.5%+16.9pp | 67.2%+28.2pp |
| Annual return | 6.37% | -631.62%+638.0pp | -137.37%+143.7pp | 160.75%-154.4pp |
| Employer contribution / active EE | $2,520 | $2,845-11.4% | $4,322-41.7% | $2,671-5.6% |
| Participant deferral / active EE | $7,095 | $4,343+63.4% | $5,821+21.9% | $4,126+71.9% |
| Admin fee / account holder | $21,579 | $6,780+218.3% | $10,601+103.6% | $5,651+281.8% |