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 | $17,108 | $57,352-70.2% | $83,831-79.6% | $64,173-73.3% |
| Participation rate | 96.2% | 68.6%+27.6pp | 76.1%+20.1pp | 69.6%+26.7pp |
| Annual return | -99.65% | 11.38%-111.0pp | 850.99%-950.6pp | 7.63%-107.3pp |
| Employer contribution / active EE | $19,538 | $2,546+667.6% | $3,631+438.1% | $2,381+720.7% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $10,467 | $4,046+158.7% | $5,479+91.0% | $4,887+114.2% |