Filed April 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 | $20,803 | $72,273-71.2% | $101,275-79.5% | $79,856-73.9% |
| Participation rate | 97.1% | 68.5%+28.7pp | 75.8%+21.3pp | 69.6%+27.5pp |
| Annual return | -50.49% | 22.30%-72.8pp | 46.48%-97.0pp | 31.71%-82.2pp |
| Employer contribution / active EE | $18,292 | $2,691+579.7% | $3,660+399.8% | $2,471+640.2% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $6,507 | $4,401+47.8% | $5,948+9.4% | $5,306+22.6% |