Filed November 19, 2014 (most recent of 3 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,367 | $82,028-78.8% | $123,105-85.9% | $59,633-70.9% |
| Participation rate | 79.2% | 83.2%-4.0pp | 86.8%-7.6pp | 68.7%+10.5pp |
| Annual return | 2.05% | 5.12%-3.1pp | 13.22%-11.2pp | 2041.45%-2039.4pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,943 | $4,667-58.4% | $6,229-68.8% | $3,192-39.1% |
| Admin fee / account holder | $4,349 | $5,879-26.0% | $9,014-51.7% | $4,297+1.2% |