Filed May 22, 2015
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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 | $34,839 | $94,529-63.1% | $140,019-75.1% | $64,173-45.7% |
| Participation rate | 89.8% | 84.1%+5.7pp | 87.5%+2.3pp | 69.6%+20.2pp |
| Annual return | -7.62% | 7.77%-15.4pp | 651.17%-658.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $3,699 | $3,812-3.0% | $5,605-34.0% | $2,381+55.4% |
| Participant deferral / active EE | $3,404 | $5,250-35.2% | $6,927-50.9% | $3,470-1.9% |
| Admin fee / account holder | $665 | $6,741-90.1% | $10,705-93.8% | $4,887-86.4% |