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 | $17,241 | $94,529-81.8% | $140,019-87.7% | $64,173-73.1% |
| Participation rate | 83.3% | 84.1%-0.8pp | 87.5%-4.2pp | 69.6%+13.8pp |
| Annual return | -7.99% | 7.77%-15.8pp | 651.17%-659.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,240 | $5,250-57.3% | $6,927-67.7% | $3,470-35.4% |
| Admin fee / account holder | $1,528 | $6,741-77.3% | $10,705-85.7% | $4,887-68.7% |