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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,583 | $100,060-83.4% | $149,721-88.9% | $70,126-76.4% |
| Participation rate | 72.4% | 83.6%-11.2pp | 87.1%-14.7pp | 69.5%+2.9pp |
| Annual return | 11.49% | 27.46%-16.0pp | 1501.67%-1490.2pp | 73.15%-61.7pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,027 | $4,982-59.3% | $6,568-69.1% | $3,332-39.2% |
| Admin fee / account holder | $5,668 | $8,285-31.6% | $11,282-49.8% | $4,645+22.0% |