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 | $82,831 | $56,894+45.6% | $84,753-2.3% | $62,881+31.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -29.96% | 6.30%-36.3pp | 22.78%-52.7pp | 20.14%-50.1pp |
| Employer contribution / active EE | $19,243 | $2,400+701.9% | $3,574+438.3% | $2,281+743.6% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $9,420 | $3,581+163.0% | $5,333+76.6% | $4,296+119.3% |