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 | $116,652 | $101,798+14.6% | $165,071-29.3% | $80,935+44.1% |
| Participation rate | 98.9% | 71.8%+27.0pp | 78.6%+20.2pp | 67.7%+31.2pp |
| Annual return | 10.35% | 16.73%-6.4pp | 70.17%-59.8pp | 35.66%-25.3pp |
| Employer contribution / active EE | $2,631 | $2,954-10.9% | $4,347-39.5% | $2,757-4.6% |
| Participant deferral / active EE | $7,954 | $4,476+77.7% | $6,035+31.8% | $4,299+85.0% |
| Admin fee / account holder | $25,881 | $8,221+214.8% | $12,695+103.9% | $6,924+273.8% |