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 | $18,308 | $87,834-79.2% | $133,975-86.3% | $62,881-70.9% |
| Participation rate | 75.4% | 83.4%-7.9pp | 87.1%-11.6pp | 69.3%+6.1pp |
| Annual return | 7.17% | 12.05%-4.9pp | 29.29%-22.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,784 | $4,812-62.9% | $6,282-71.6% | $3,203-44.3% |
| Admin fee / account holder | $473 | $5,372-91.2% | $9,324-94.9% | $4,296-89.0% |